Directory

Caitlyn Cogan

Professional Fiduciary

Cogan Fiduciary Services

Los Angeles and Orange County

Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.

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Chelsea Canning

Therapist & Aging Care Manager

Total Care Management

Greater LA Area, Palisades, WLA, Palos Verdes and Southbay

Chelsea’s official titles include Therapist and Aging Care Manager. She holds several degrees and certifications including: Licensed Clinical Social Worker Certified Case Manager Certified Dementia Practitioner.

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Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, SD County

I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.

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Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

West LA including Beverly Hills, Greater Long Beach, northern Orange County.

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment mana...

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Dana Cannon

Elder Law Attorney

Cannon Legal Firm

All of Los Angeles and Orange Counties. Some court cases in San Bernardino; Riverside and Northern California.

Dana specializes in Conservatorship; Estate Planning; Elder Law litigation – financial elder abuse; Trust Litigation (contesting validity of Trust/amendments on grounds of undue influence/elder abuse/lack of capacity);...

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Daniel Taylor

Real Estate Broker/ Attorney

The Aventus Group @ Compass

All of Orange, Los Angeles, Riverside, San Bernardino and Ventura County.

Southern California's premier real estate team focusing exclusively on the sale of real property involved in trust, probate, conservatorship, bankruptcy and receivership administrations.

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Davis Zellmer

Attorney

The Law Offices of Davis R. Zellmer​

Long Beach

The Law Offices of Davis R. Zellmer is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now an...

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Ginette Skelton

Real Estate Professional

Coldwell Banker Coastal Alliance

Long Beach, Lakewood, Seal Beach, Huntington Beach, Carson, Torrance and Bellflower

Ginette assists families coordinate Trust and Probate Real Estate sales. California Department of Real Estate 01795366 Senior Real Estate Specialists, Certified Probate Specialist & National Association of Real Estate.

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James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

Southern California and in some instances, worldwide

We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily str...

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Jennifer Sawday

Attorney

TLD Law

Long Beach

Jennifer helps those who need estate planning documents, who need help activating them or anyone who has questions about how to avoid probate. She also helps families with trust administration.

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Jim Better

Long Term Care Financing Specialist

Essential Plans of Insurance

Southern California

Jim helps families and individuals with personal and group disability income insurance and long term care financing.

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Karen Fritz

Professional Fiduciary

Trusted Care Fiduciary Services

Los Angeles County Orange County Riverside County San Bernardino County

I became a licensed fiduciary in 2010 after spending most of my career in Human Resources as director for a major international law firm. I taught at UCLA Extension in the Legal and Human Resources Department for approx...

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Karin Finnegan

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Lee Ann Hitchman

Fiduciary, Independent Trustees and Certified Care Managers

Hitchman Fiduciaries

Greater Southern California

Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental heal...

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Lee Vieira

Loan Officer

Cherry Creek Mortgage

Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More

Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgage...

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