Business Details
Emergency
services
Professional Fiduciary Services in Santa Rosa
Specialized Services For Law Firms is a licensed professional fiduciary firm with 40 years of experience providing trust and estate administration services to families and legal professionals. Our team operates in Sonoma County, California, with national and international reach, offering bilingual expertise in fiduciary management. We specialize in trust administration, probate estate management, conservatorships, and care coordination for vulnerable individuals. Our commitment to ethical compliance ensures client data security through advanced digital safeguards while maintaining statutory adherence to local, state, and federal regulations.We prioritize personalized care through interdisciplinary teams that include registered nurses, social workers, and legal experts. Our emergency response protocols ensure continuity of service during power outages, evacuations, and other critical situations. Cultural competency and non-discrimination policies guide our work with clients across diverse backgrounds. Technology integration enables efficient case management while protecting client independence and privacy. We maintain transparent communication with families and professional teams to ensure seamless fiduciary transitions and asset protection.
Services
Trust Administration
Probate Estate Management
Probate Conservatorship
Care Management
Special Needs Trusts
Highlights and features
- We offer 40 years of specialized fiduciary experience with bilingual trust administration services
- Our team provides emergency response planning for uninterrupted client care during crises
- We maintain advanced digital security protocols for client data protection
- Our interdisciplinary care teams include registered nurses and social work professionals
- We guarantee statutory compliance with all California fiduciary regulations
What people say
Impeccable ethics
Seamless transitions
Fierce advocates
Highest standards
Compassionate care
Services
Trust Administration
We manage revocable and irrevocable trusts with specialized expertise in special needs trusts and insurance trusts. Our services include asset inventory, tax preparation coordination, and investment management. Succession planning ensures uninterrupted trustee transitions during emergencies.
Probate Estate Administration
Handling estates valued over $166,250 requires court-supervised probate. We manage asset inventory, debt settlement, and distribution according to wills or intestacy laws. Our team prepares statutory filings and coordinates complex real estate transactions.
Probate Conservatorship
We establish conservatorships for individuals unable to manage financial or personal affairs. Services include asset protection, medical coordination, and court reporting. Our fiduciaries operate under strict judicial oversight for enhanced accountability.
Care Management
Our interdisciplinary teams develop personalized care plans involving registered nurses and social workers. We coordinate residential placements, medical advocacy, and end-of-life care while maintaining client dignity and independence.
Special Needs Trusts
We administer special needs trusts with expertise in preserving public benefits eligibility. Our fiduciaries stay current with changing federal and state regulations to protect beneficiaries' access to essential support programs.
People
Shelley Ocaa
Fiduciary
With decades of experience, Shelley Ocaa serves as conservator and trustee, managing complex estates while maintaining exceptional client care standards for vulnerable populations.
Jacquelynne Ocaa
Fiduciary
Jacquelynne Ocaa provides responsive fiduciary services, demonstrating quick problem-solving in client emergencies while maintaining professional compliance with regulatory requirements.
Catherine Ocaa
Fiduciary
Catherine Ocaa contributes to the firm's legacy of ethical fiduciary management, focusing on trust administration and client-centered care coordination across diverse cases.
Questions
What fiduciary services do you offer?
We provide trust administration, probate estate management, conservatorships, and care coordination for vulnerable individuals through experienced professionals.
How do you handle emergency situations?
Our emergency response protocols ensure continuous service during evacuations, power outages, and other critical situations affecting clients.
What areas do you serve?
We operate in Santa Rosa, throughout California, and provide services nationally and internationally for fiduciary matters.
How are your fees structured?
Fees combine hourly rates ($150–$170) and percentage-based charges (0.75%–1.25% annually) depending on trust administration complexity.
Are you legally compliant?
Our fiduciaries maintain full compliance with California Probate Code requirements and all applicable state and federal regulations.
