Fiduciary Services & Power of Attorney for Health Care and Finance

"I have been working with Senior Alternatives on conservatorships and special needs trusts since 1996. Their organization offers a one-stop-shop approach that is unparalleled in the area."

— Elder Law Attorney

Fiduciary Services

We offer a very unique combination of services for our clients: Care Management, Home Care and Fiduciary Services. This specifically enables us to meet the broad spectrum of needs of our fiduciary clients. We can handle the most clinically complex cases referred to us by organizations even such as Adult Protective Services.

What we do:

Conservator
Guardian
Durable Power of Attorney for Health Care
Durable Power of Attorney for Finance
Long term care planning assessment

Trustee and successor Trustee
Executor or Administrator of the Estate
Daily bill paying
Insurance benefit advocacy
Managing Special Needs Trusts

In addition to her California License in Social Work (LCSW), Janet Brush is a California Licensed Professional Fiduciary (CLPF) and holds a Certificate in Fiduciary Services for the State of California. Finally, Janet has a BS in Business Administration. Marlee Taxy has a Master’s in Business Administration and has been a CPA for 25 years, also allowing her to act in a fiduciary capacity. Our diversity makes us uniquely qualified to manage the overall needs of our fiduciary clients. Leveraging our interdisciplinary team approach, we maximize financial resources for our clients while ensuring quality long-term care.

While our focus is on older adults, we work with all ages where there may be a fiduciary requirement. For example, we assist attorneys in creating long-term care assessments to use as the basis for a special needs trust. The combination of social work and fiduciary expertise enables us to craft an appropriate care plan that takes a long term view of client needs.

Professional Testimony:

“A wonderful report – and you are to be commended for making this happen. But for your good care and that of your excellent staff, the Family would never have been able to enjoy these wonderful moments.

Thank you.”

Elder Law Litigator: Oakland, CA