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About Us

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Wendy Moore, CLPF, RG

Principle

Before beginning Wendy Moore Fiduciary Services, Wendy worked for a decade in private care facility finance and office management. During this time she was introduced to the field of private fiduciaries. Seeing an opportunity to play more effective role in people’s life she enrolled in Cal State Fullerton and became certified in Fiduciary Management and Conservatorship and gained the title Registered Guardian. Fiduciary Services has been growing each year and taking on new clients, challenges and strengthening its professional network. With each case Wendy continues to demonstrate her commitment to the care of her clients.

Our Network

Wendy Moore Fiduciary is engaged with a network of licensed professionals on every client and case. Lawyers, gerontologists, medical doctors, accountants, care facilities and their staff all work in careful collaboration to fulfil every need and client concern.

Services

California Licensed Private Fiduciary (CLPF) plays a vital role assisting the day-to-day finances and healthcare decisions of independent and in-need persons. Fiduciaries serve as a trusted partner coordinating their client’s wishes to family, healthcare providers, caregivers, attorneys, financial specialists. By specializing in a wide understanding of many specific convers fiduciaries are able to put their client’s needs first and foremost in urgent and sensitive times.

Our Fiduciary Services Include:

  • Trust Administration
  • Probate Administration
  • Conservatorship of the Person
  • Conservatorship of the Estate
  • Daily Money Management
  • Durable Power of Attorney
  •  VA Legal Custodian

Trust & Estate Administration

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Conservatorships

External Resources:

(Clicking on a link below will leave our website.) California Professional Fiduciaries Bureau www.fiduciary.ca.gov Professional Fiduciary Association of California www.pfac-pro.org California Department of Social Services www.dss.cahwnet.gov Alzheimer’s Association www.alz.org California Department on Aging http://www.aging.ca.gov Family Caregiving Alliance – National Center on Caregiving http://www.caregiver.org

Contact Us Directly

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