Serving as executor is a real job — inventorying assets, paying debts and taxes, working with the court, and eventually distributing what's left to the people who were meant to receive it. Many families would rather have an experienced, neutral professional carry that responsibility than place it on a grieving family member who has never done it before.

Managing trust assets fairly and transparently - often chosen specifically to keep the peace between family members.

When a family member can no longer safely manage their own finances or property, I can serve as agent under a power of attorney, or as conservator of the estate when the court appoints one, to make sure bills are paid, property is protected, and day-to-day financial matters are handled responsibly.

Rental property, a family home, land, or commercial real estate can be some of the most valuable — and most complicated — parts of an estate or trust. With over 20 years managing real estate portfolios for major banks, I bring hands-on experience to maintaining, leasing, or selling property in a way that protects its value for the people who will ultimately benefit.

I know these situations are personal. Every family I work with can expect clear communication, patience, and respect for what they're going through, along with the financial discipline and record-keeping a fiduciary role requires. And for Spanish-speaking clients and families, I'm able to communicate directly, without anything getting lost in translation.