Serving seniors, people with mental and physical disabilities, and children who do not have a family member with the skills or proximity to manage and protect their money and/or healthcare needs before and/or after they die, also those who do not have the knowledge or ability to manage these affairs themselves.

We currently offer the following services:

* Trust Administration
* Special Needs Trust Administration
* POA and AHCD Services
* Conservatorship Services
* Probate Administration
* Care Management Services
* Dept. of Veterans Affairs Representative Payee Services

Please visit our website www.protect-your-legacy.com for more information.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

No

Services Offered

Trustee, Trustee - Special Needs, Trustee - Successor

Types of Trusts / Specialties

California Licensed Professional Fiduciary

Contact Natalie

3031 Stanford Ranch Rd. Suite 2 #221 Rocklin, California 95765

Send an email to Natalie

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