Support and Help for Families

Elder Care Planning Specialist and Private Fiduciary, Nancy Norris has 20 years experience in financial services. She’s been a CA licensed real estate agent and loan officer, and a CA licensed investment/financial advisor, She’s been a certified estate planning advisor since 1995. Her experience has prepared her to consult and guide individual and families in all areas affecting Elder Care or Special Needs Planning. Her unique skills and experience set her apart from other’s in the fiduciary field, She’s been in private practice for the last 6 years as a Private Trustee/Fiduciary/Conservator.

Complete Fiduciary Services

• Trustee or Successor Trustee Administration
• Conservatorship – Guardianship – Special Needs Trust Administration
• Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)
• Support Services: Court Accounting
• Case management
  • Assessment
  • Planning
  • Coordination
  • Case Oversight
  • Progress Evaluation

Elder Care Counsel & Paying for Long Term Care: Asset Preservation

• Guidance in navigating all aspects elder care issues
• Medi-Cal Planning – if necessary
• Minimize Medi-Cal Spend Down
• Reverse Mortgages – when appropriate
• Care Giver Screening

Housing Placement

• Assistance in Locating Appropriate Housing
• Independent Living – Assisted Living
• Dementia Care or Skilled Nursing

Estate Planning: by Affiliate Attorneys

• Avoid Probate & Conservatorship
• Revocable Living Trusts – Special Needs Trust
• Health Care and Financial Directives
• Wills

Investment & Financial Planning:

• Review Existing Investments
• Sound Investment advice in these economic times
• Income & expense cash flow projection for surviving spouse

Complete Estate organizing:

www.estateorganizing.net

• Downsizing
• Estate Liquidation
• Bookkeeping and Paperwork
• Handyman Services
• Real Estate Services