Services offered

Probate Conservatorship

Specialized Services for Law Firms provides private professional fiduciary services as probate conservator of the person and estate to individuals in need and requiring special care and supervision. As conservators, the principals are appointed by the court to manage, protect and care for a citizen's personal and financial needs.


Trust Administration

Specialized Services for Law Firms provides trust administration services for those who are no longer able to manage financial affairs and wish to have a successor trustee assume responsibility. We are available to act as trustees of testamentary, special needs, revocable and irrevocable trusts, large and small. We are available to provide professional trust administration services under an agency agreement to named Trustees.


Probate Estate Administration

Specialized Services for Law Firms provides fiduciary services as personal representative of decedent's estates from inception to completion. The principal is an experienced probate paralegal who has extensive knowledge of probate procedures, preparation of statutory forms and pleadings and handles full probates as well as non-probate transfers of assets.


Care Management / Support Services

Specialized Services for Law Firms provides a professional care management team for those in need of support services both in home and in care facilities. Our team establishes realistic short and long range care goals, coordinates with community services and offers family and elder citizen counseling services by licensed clinical social workers. Our support services include money management, assessments and evaluations and community service coordination.

[Specialized Services] [Trust Administration]
[Probate Estate Administration] [Care Management]

Mailing Address:
Post Office Box 14100, Santa Rosa, CA 95402-6100
TEL: (707) 528-1364 FAX: (707) 575-1166

E-Mail Address: ocana@sonic.net