Conservatorships – Marin Professional Fiduciary

Our Services

Conservatorships

Protecting those who can no longer protect themselves — with
compassion, expertise, and unwavering integrity.

What We Do

A Difficult Decision.
A Trusted Partner.

A conservatorship is a legal arrangement for individuals who are unable to manage their own care, finances, or both due to age, illness, injury, or cognitive decline.

I understand how difficult it can be for an individual or family to make the decision to pursue a conservatorship. You can rely on Marin Professional Fiduciary to protect your loved one's well-being and financial security with the utmost integrity, compassion, and expertise.

My role is to step in when it matters most — providing stability, protection, and peace of mind for families navigating one of life's most challenging transitions.

What's Included

Complete Protection for the Person and the Estate

Conservatorship of the Person

Daily Care and Well Being

Ensuring your loved one receives consistent, dignified, and compassionate daily care.

Housing

Identifying, securing, and overseeing the most appropriate and comfortable living situation.

Medical Decisions

Making informed and compassionate medical decisions that honor your loved one's best interests.

Conservatorship of the Estate

Management of Financial Affairs

Full oversight and management of all financial accounts, bills, and obligations.

Protection of Assets and Investments

Careful preservation and protection of all assets and investment portfolios.

Why Marin Professional Fiduciary

Someone You Can
Trust With What Matters Most

Pursuing a conservatorship is never an easy decision. It requires placing an enormous amount of trust in someone to make life-altering decisions on behalf of a vulnerable loved one. I recognize the weight of that responsibility — and I do not take it lightly.

As a licensed professional fiduciary, I bring the expertise, compassion, and personal accountability that a decision of this magnitude demands. I am not a bank, not a rotating staff member, and not an attorney billing by the hour. I am a dedicated professional whose sole focus is the well-being and security of your loved one.

Compassionate Expertise

I combine deep professional knowledge with genuine empathy — understanding that behind every conservatorship is a family in a difficult moment.

Personal Accountability

You will always work directly with me — never passed between departments or left without answers.

Licensed & Regulated

Fully licensed by the State of California — License PF 1631 — held to the highest fiduciary standards of care and accountability.

Get Started

We Are Here
When You Need Us Most

I understand how difficult this decision can be. I welcome the opportunity to speak with you at no charge — to answer your questions, explain the process, and help you determine the best path forward for your loved one.

Email Us

katherine@marinpf.com

(415) 860-1846

Direct Call

Sausalito, California

Visit Us

What's Included

Fees for Court Involved Cases

4%

of the first $100,000

3%

of the next $100,000

2%

of the next $800,000

1%

of the next $9,000,000

0.5%

of the next $15,000,000

Court discretion

after $25,000,000

Fees for non-court cases vary depending on the scope of services and are quoted on a case-by-case basis. Please contact me for a complimentary consultation.