Our Fiduciary Services
Complete guidance for life’s most complex seasons.
At Complete Care Life Plans, we help individuals and families navigate the emotional and legal realities of disability, aging, and long-term care. With years of frontline experience — including conservatorship investigations, disability support, and life planning — we deliver compassionate, expert services tailored to each client’s needs and values.
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Trustee or Successor Trustee
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Conservator of the Person and/or Estate
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Power of Attorney for Health Care or Finances
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Representative Payee or VA Fiduciary
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Executor or Administrator of Estates
We specialize in supporting families who care for loved ones with disabilities, offering:
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Person-Centered Life Planning
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Special Needs Trust Support
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Benefits Coordination (SSI/SSDI, IHSS, Medi-Cal)
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Education & Transition Planning Support
Lillian’s hands-on background in personal care, supervision, and advocacy informs compassionate services for aging adults:
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Health & financial advance directive support
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Independent and assisted living transitions
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Oversight of care quality and service coordination
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Ethical guidance for complex family dynamics
Every situation is different. We offer flexible, personalized services including:
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Hourly consultation on fiduciary or planning needs
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Document review and strategy sessions
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Ongoing support or one-time solutions