Age With Confidence
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HEALTH and LIFE CARE MANAGEMENT
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HOME REPAIR and SAFETY SOLUTIONS
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LIVING TRUST EDUCATION/CONSULTATION
Living Trust Education, Review, and Consultation​
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EDUCATION AND ASSISTANCE ONLY: LT, WILL, AHCD, POA, POLST
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UNDERSTAND WHAT IT ALL MEANS
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MAKE SURE THE DOCUMENT REFLECTS ALL YOUR WISHES
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ELIMINATE AMBIGUITIES, ERRORS, AND CONFLICTS
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MAKE SURE YOU ARE PROTECTED IF INCAPACITATED OR INCOMPETENT​
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UNDERSTAND HOW YOUR LT INTERACTS WITH OTHER DOCUMENTS
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APPOINTING APPROPRIATE AGENTS TO ACT FOR YOU!
About Us
Professional, Experienced, Educated:
Years of helping Seniors with their Life Planning Documents.
10 years serving as a Licensed Successor Trustee and Executor
Professional Trustee certificates from CSFullerton
​Knowledgeable Information and discussion
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Providing a quality experience:
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Highly educated as an estate administrator in Silicon Valley
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Skilled and experienced problem solver
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First-hand experience as a Senior
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First-hand experience with Senior issues and estate issues.
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First-hand experience in Senior Health and Care issues​
Contact
Contact me for more information on how I can assist.
(408)-656-8159