There are a wealth of resources available to help seniors looking for happy, healthy, independent lives.
Finding the right fiduciary is a crucial part of your estate plan. Please find this attached link with suggested questions you should consider when interviewing a fiduciary.
Resources for Seniors
Many communities across Northern California provide resources for seniors at no cost. These resources, provided by local governments, non-profit organizations, churches, educational institutions and agencies on aging, can be invaluable to those seeking to live happy, healthy and independent lives. Click on your county to find information on caregiving, legal and financial assistance, health care, support organizations and more.
Our Network
Elizabeth Dean Fiduciary Services has built an extensive network of professional partners and resources. Together with our team of experienced and talented specialists, we are able to guide, support and fulfill the directives of each unique client.
In the event clients come to us with their own team already in place, we are happy to establish new relationships and work together to best meet the needs of that client.
- Bankers
- Care Placement Specialists
- Case Managers
- CPAs
- Estate Liquidators
- Estate Planning Attorneys
- Financial Advisors
- Geriatric Care Managers
- Mortgage Lenders
- Payroll Management Specialists
- Probate Attorneys
- Property Managers
- Real Estate Agents
- Real Estate Appraisers
