Our Services

Tailored financial services for individuals and families, delivered with compassion and confidence.

Formal Fiduciary Accountings

Fully formatted, cross-referenced accountings suitable for court submission or formal beneficiary presentation. Prepared to the standard required for probate and trust proceedings.

Informal Trust Accountings

Clear, transparent accountings for trustees reporting to beneficiaries outside a formal proceeding — the kind of document that answers questions before they become disputes.

First & Final Probate Accountings

From inventory through final distribution — a complete accounting record that closes the estate cleanly and gives all parties confidence that nothing was missed.

Interim & Annual Trust Accountings

Regular accountings for ongoing trusts — documenting stewardship, keeping beneficiaries informed, and building a consistent record over time.

POA Activity Reports

A clear financial record of all actions taken under a Power of Attorney — demonstrating fidelity to the principal's interests.

Record Reconstruction

When the starting point is a shoebox of receipts and years of bank statements — we reconstruct. We build a verifiable record from whatever exists and tell you plainly what can and cannot be documented.

Fiduciary & Personal Administration

Trustee Services

Full trust administration — asset oversight, beneficiary communications, distribution management, and fiduciary recordkeeping — with transparency and impartiality.

Agent Under Power of Attorney

Acting in your best interests when you are unable or prefer not to manage financial and administrative matters yourself. Clear records, open communication, complete discretion.

Bill Pay & Financial Management

Ongoing household financial administration — bill payment, account monitoring, budgeting support, and coordination with your accountants, attorneys, and care teams.

Probate Administration

Neutral, documented oversight through the probate process — from inventory to final distribution — coordinated with your estate attorney every step of the way.

Conservatorship Support

Financial administration for individuals under conservatorship, with court-compliant recordkeeping and regular reporting to all required parties.

Private Client Coordination

For complex situations requiring coordination across legal, tax, and financial advisors — we act as the central point of contact so nothing falls through the cracks.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

Formal Fiduciary Accountings

Fully formatted, cross-referenced accountings suitable for court submission or formal beneficiary presentation. Prepared to the standard required for probate and trust proceedings.

Informal Trust Accountings

Clear, transparent accountings for trustees reporting to beneficiaries outside a formal proceeding — the kind of document that answers questions before they become disputes.

First & Final Probate Accountings

From inventory through final distribution — a complete accounting record that closes the estate cleanly and gives all parties confidence that nothing was missed.

Interim & Annual Trust Accountings

Regular accountings for ongoing trusts — documenting stewardship, keeping beneficiaries informed, and building a consistent record over time.

POA Activity Reports

A clear financial record of all actions taken under a Power of Attorney — demonstrating fidelity to the principal's interests.

Record Reconstruction

Monica has relocated internationally five times — Australia, the United States, India, Singapore, and London, four to six years in each country. She built her financial life from scratch in every jurisdiction, navigated estate exposure across borders, and learned first-hand what it costs to have no one locally accountable for your affairs.

This service exists because she wished it had existed for her.

If you are the executive

Your home-country estate plan may not protect your US exposure. You have financial obligations in two jurisdictions, no local family network, and no one to call if something goes wrong at 2am. Monica has been in exactly that position — five times. She becomes your trusted US point of contact: managing your financial administration, connecting you with the right legal and tax counsel, and ensuring that if the unexpected happens, the right people know and the right documents are in place.

If you are responsible for them

HR directors, relocation coordinators, corporate counsel, and wealth managers — your duty of care extends beyond the work visa. Monica gives you a single, accountable relationship: a licensed California fiduciary who handles the personal financial coordination, documents that the executive's welfare has been addressed, and is genuinely reachable when it matters. One call. One point of accountability.

US Financial Administration

Bill pay, account setup and oversight, vendor management — handling the daily financial infrastructure of a US-based life.

Estate & Fiduciary Coordination

Working with your attorney to ensure a US estate plan is in place, a local fiduciary is appointed, and the documents are current and accessible.

Emergency Coordination Protocol

A documented plan — employer contacts, family contacts, legal documents, financial access — so that if something goes wrong, nothing falls through the cracks.

Advisor Alignment

Coordinating across US and home-country legal, tax, and financial advisors so the executive's full picture is understood and no jurisdiction is overlooked.

POA & Fiduciary Appointment

Serving as Agent under Power of Attorney or appointed fiduciary — available to act if the executive is incapacitated, traveling, or otherwise unable to manage.