Stenciled Flower Logo   Elderly Support
  Lisa Jessup, Conservator
Fiduciary Services* A Professional Fiduciary is often named at a California Probate Court Proceeding "for the purpose of managing financial affairs or personal care for another" and is legally obliged to discharge faithfully, a responsibility of trust toward another. The Probate Court of California grants permission to the Professional Fiduciary to act.
Taking responsibility for financial affairs

Conducting business for clients:
  • Estate management
  • Investment management
  • Financial management
  • Writing checks
  • Balancing bank statements
Elderly Assistance
Monitoring Health-Care and patient needs:
  • Finding assistive-technology solutions and devices to increase client independence
  • Interacting with Department of Veterans' Affairs to find Services
  • Seeking services with California Social Service Agencies
  • Improving client care by networking with doctors and other professionals to optimize quality of life
  • Finding the right professional to ensure competent management of care for medical need
  • Ensuring access to transportation for medical visits
  • monitoring health and safety when patient is in a medical facility
Guardian ad Litem Services** A Guardian ad Litem is named temporary Guardian by a court for a specific period of time and then is terminated.
  • Special Education Students
  • Young persons reaching the age of majority and "aging out" of foster care.
* A Professional Fiduciary is often named at a California Probate Court Proceeding "for the purpose of managing financial affairs or personal care for another" and is legally obliged to discharge faithfully, a responsibility of trust toward another. The Probate Court of California grants permission to the Professional Fiduciary to act.

** A Guardian ad Litem is named temporary Guardian by a court for a specific period of time and then is terminated.
Videographic Documentor for:
  • End of life wishes
  • Wills and Trusts
  • Proof of possession
Trustee and Successor Trustee for:
  • Testamentary and Living Trusts
  • Special Needs Trusts
Power of Attorney for:
  • Financial management of vulnerable persons
  • Health Care;
Conservator for Estates or Persons

Agent for:
  • Advance Health Care Directive
  • End-of-Life Decisions
  • Agent Under a Durable Power of Attorney.
  • Guardian ad Litem**: temporary assistance.

Fees:
There are two ways Lisa can work for you as your conservator, trustee or guardian:

At your request as a private client
Lisa's fees for private clients are $100.00 per hour for complex work, such as accounting. For less complex work, fees are $50.00 to $70.00 per hour
Call for a consultation. You may negotiate special tasks for Lisa without worry


Probate Court judge assignment
In this instance, the fees are overseen by the Judge
© 2014, design by Brian Garcia