Conservatorship Consultation
- Conservatorship audits and peer reviews
- Assist attorneys and their clients marshal assets, organize finances and secure necessary paperwork for legal compliance

I had no idea how blessed we all would be by having Courtney and Stacey come in to our lives. They navigated a very complicated situation with flawless finesse and assisted me in getting my Grandparents into an overall better situation.Jeff O'Brien
ph: (805) 966-0073
fx: (805) 585-5413
email: [email protected]
1482 East Valley Road
Suite 16
Montecito, CA
PO BOX 92110
Santa Barbara, CA 93190