Trusted Solutions Los Gatos

As the population of California continues to grow and age, an increasing number of people are unable to provide properly for their personal or medical care needs, manage and protect their financial resources, or protect their estates from fraud or undue influence. These vulnerable members of society have an expectation that they and their property will be protected by a fair system with high standards of care.”

California Licensed Professional Fiduciaries (CLPF)      

National Certified Guardians (NCG)

 California Special Education Teaching Specialist (APES)

 VA Credentialed Kinesiotherapist(KT)

Asset Managment, Real Estate, Business, Finances

We Help Seniors, Dependent Adults, and Their Families..

To Better Manage, and Protect...  

Their Trusts, Estates, Personal Care, and Independence

Assistance, Administration, Consultation, Education, Mediation, Protection, Help!

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We Serve In Support Of, or In Place Of Family...

When They Can't, Won't, Are Not Qualified, Or Not Available

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We Understand And Care...

We are Senior Parents and Adult Children of Elders.  We have Extensive Life Experience. We have dealt with the most difficult and sensitive Family issues, in both Life and Death.

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We are Skilled Professionals...

Licensed, Broadly Educated, Highly Capable, Neutral, Accountable.

Under Law, We Must Put Your Interests First, Faithfully, Honestly, Fairly, and Effectively.

We are California Licensed Private Professional Fiduciaries and National Certified Guardians, adhering to a strict professional code of ethics, regulated by the California dept of Consumer Affairs, and licensed by the Fiduciaries Bureau of California

Let us apply our extensive knowledge, skills, and life experience to help you manage your busy and complex life. 

Frequently Asked Questions...

- Who will manage my Trust and Finances, protect my Estate, and faithfully represent my Interests?  Are they Qualified, Competent, and Neutral?

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- What are the Risks and Liabilites to me, or another family member, when administrating my parent's trust, will, or conservatorship?

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- Who will help my spouse and family deal with my own Estate?  Who will guide them through the process, and mediate Family disputes? 

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- Who will manage the medical, physical, and financial care for my parents, family, or me when I am no longer able?

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- Where will my Parents live?  How do I determine the right placement for them? 

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- What risks, responsibilites, and liabilities do I take on when caring for my parents at home?  What do I need to do? 

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- How can I be sure that my parents, a family member, or I get personal and appropriate care when hospitalized or in a care facility? 

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- Who understands, and can help with, Special Needs Care Management, and Special Needs Trust Administration?

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