Trust Matters, Asset Protection, and Life’s Transitions

An Expert and Trusted Provider of Fiduciary Services in the Northern Sierra Nevada Since 2013

Trusted Expertise

Partnered Support

Professionally Licensed

Compassionate Guidance

13+

Years of Licensed Service

Trust Matters

Your Partner in
Every Transition

Navigating life’s difficult seasons and complexities can be overwhelming.  Let us help you protect what is most important to you - Trust Matters and Estate Administration, to Personalized Case Management Services During Life’s Transitions.

Begin building a professional partnership of trust and support, before a time of increasing needs, or crisis. Because Trust Matters.

Professionally Licensed, Personally Committed

Our Services

Expert Fiduciary Solutions

Trust & Estate Administration

Expertly and respectfully managing Trust assets and distributions according to your wishes, and according to the terms set forth by the trust document and in compliance with applicable laws.

Case & Care Management

Life’s transitions can be overwhelming with increasing needs and vulnerability, especially if faced alone. Assistance may be needed in one area, or many. By hearing concerns, identifying needs, a thoughtful personalized care plan can be mapped for continuity of care, safety, records & paper management, and coordination of services; building vital connections and coordination with other professionals.

Federal Fiduciary as VA Payee

A partnership of stability & support to help meet needs and financial goals; serving Veterans across the U.S. Built on a foundation of respect for our Veterans’ desire for autonomy and their unique needs.

Receivership & management of VA compensation & pensions for the benefit of vulnerable Veterans; creating a spending plan; acting in their best interests ensuring that the funds improve their quality of life; performing annual accountings to the VA and in compliance with federal program regulations.

Daily Money Management (DMM)

A trusted partnership for stability to help meet needs and safeguard the financial well being of someone you care for. Creating a budget to manage and pay bills and debts; non-advisory assistance ensuring routine but critical payments handled accurately & on time. This can include opening, sorting and reviewing mail; account reconciliation, record keeping and organization; reviewing & reconciling medical insurance & bills; coordinating and advocating with other professionals in the financial realm.

Attorney-in-Fact as Power of Attorney for Healthcare & Financial

Representing and advocating for the voice of another, to make authorized financial or healthcare decisions; acting with their best interests, and authorized representation according to your wishes.

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About Us

Guiding Individuals and Families with Respect and Reliability

A Professional Licensed Fiduciary serving in the Northern Sierra Nevada since 2013

Experienced & Specializing in Trust Matters & Administration, as Attorney-in-Fact Power of Attorney for Finances, and Healthcare; serving Vulnerable Populations; Proudly Serving our Veterans Across the U.S; and Providing Case & Care Management Through Life’s Transitions

Client relationships are built on a foundation of respect and communication, while upholding the importance of confidentiality, integrity, transparency and care. We are committed to providing compassionate, professional and quality fiduciary services.

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What Our Clients Say

We are more grateful than language can say. Carol was able to take such good care of our sister. Her hard work, diligence and proactive help, made our sister’s final wishes possible.

Cynthia A.

Family member

“Our family was referred to Carol Herrington, by a local banking institution, She became the appointed fiduciary agent for our aging sister, when she could no longer handle her own finances. She was able to assist with public benefits, debts, pensions, and helped our family who live afar, with the difficult challenges in transitioning our sister to a higher level of care as she began to decline. Carol was a “god-send” in managing the situation with knowledge, compassion, utmost care and consideration for the individuals involved. She became the one advisor that the family really relied on and felt as if she was part of the family. She helped us through difficult times with finesse. We thank her truly!”

Judith F

Family member

2026 Fee Schedule

Know What to Expect: Straightforward, Transparent Fees for the Coming Year

Download Fee Schedule

CA Licensed Professional Fiduciary

Nationally-certified Guardian

Begin With a Conversation

Schedule your complimentary consultation and take the first step toward clarity and support.