As our society changes and we are living longer, many families are facing increasing difficulty planning and caring for our older citizens, and are turning to qualified professionals knowledgeable in elder care for assistance.
Law Firms, Families & Individuals
Specialized Services for Law Firms provides licensed, private professional fiduciary services to law firms, families in need and individuals requiring special care and supervision. This service is provided to the community by Shelley Ocaña
- Licensed California Private Fiduciary #93
- National Certified Guardian
- Probate Paralegal
- Bilingual
Resources
- Answering Your Questions About Fiduciaries (Opens in a New Window)
- Video: How a Fiduciary Can Help You?
25 Years Experience in the Field of Fiduciary Administration
Trust Administration
Trust Administration services for those who are no longer able or willing to manage financial affairs, and wish to have a successor trustee assume responsibility for asset management.
Probate Conservatorship
Probate Conservatorship services for individuals who are in need, and require special care and supervision. Court appointed to manage, protect and care for a citizen’s personal and financial needs.
Probate Estate Administration
Probate Estate Administration services as personal representative of decedent’s estates from inception to completion, including full probates as well as non-probate transfers of assets.
Care Management
Professional Care Management services for those in need of support services at home and in care facilities, including community service coordination, money management, assessments and evaluations.
PO Box 14100 Santa Rosa, California 95402-6100
Telephone: (707) 528-1364 | FAX: (707) 575-1166 | Email: ocana@catrustee.com