We work with a team of professionals to handle your trust and conservatorship needs. Here is a list of the services we use to ensure your assets are secured, and your loved one is well cared for:


Registered Investment Advisors and Certified Financial Planners using a fiduciary standard

Certified Public Accountants

Tax Advisors

Probate Attorneys

Litigation Attorneys

Licensed Contractors

Real Estate Agents

Escrow & Title Companies

Property Managers

Bankers

Appraisers

Care Managers

Insurance Agents

Mental Health Professionals

"Paula Kluge has exhibited fine qualities as she has joined Sonoma County's community of Estate and Trust professionals. As an attorney, I highly value her collaborative approach and accountability. I appreciate the resulting professional reporting and interaction.  Paula protected a vulnerable client of mine while respecting my client's autonomy. I value her tenacity in obtaining benefits and stretching resources. Most of all, I observe her compassion working with a volatile family system. She deals with the declining abilities and declining health and brings a professional's neutrality to create stability. Thank you, Paula!"

- Santa Rosa, California Trusts and Estates Attorney


"Kudos, kudos, kudos to you. I may have followed it barely 80% of the way, but that was one heck of a write-up. Your professional competency went up about 10 notches.... I appreciate your work."

- K.W., Napa County, California - Medi-Cal, Medicare, & Social Security Consultation

"Paula, thank you so much for your phone call, and for all the help and support. I so appreciate the real care and concern you have for Mom, and the great job you are doing. I know it's not easy, but know this that you are greatly appreciated by me."

- R.K. - Family Caregiver, Sonoma County, California


"I’m so glad I now have somewhere to point people (including myself) for these types of (public benefit) questions!" 

- Lisa Hansen, Professional Fiduciary, Eureka, California


"We are SO grateful for your diligence in helping us get this (Medi-Cal Redetermination & CalFresh application) done, and with great results. We couldn’t have done this without you!! And will likely be in touch for next year!" - Siblings - Trustee & Agent for Healthcare, Sonoma County

Pay with PayPal

/
Lightbox image