Protecting Families, Preserving Legacies

  • Licensed Professional Fiduciary

  • National Certified Guardian

  • Certified Professional Medical Auditor

  • Fluent in English and Spanish

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About

Trust and Estate Management Private Professional Fiduciary

A fiduciary who treats your wishes like her own. Yvonne Zabalza is a California-licensed Professional Fiduciary (CA #1531), a National Certified Guardian (#16014), and a Certified Professional Medical Auditor with over 20 years of experience in healthcare administration, focused on healthcare compliance and complex case coordination. She brings a calm, methodical approach to family dynamics, medical advocacy, and estate stewardship, always centering on the client’s values and goals—bilingual English and Spanish.

Trust and Estate Planning

Trust and Estate Administration

Acceptance of appointment, notice ot beneficiaries, marshalling assets, accountings, tax coordination, real property management, distributions

Caring, trustworthy relationship

Conservatorship (Person/Estate)

Petitions with counsel, bond & inventory coordination, care plans, placements, medical and financial decisions, court reporting

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Daily Money Management & Consulting

Payee services (SSA/VA), vendor selection, credit/fraud monitoring, budgets, quarterly statements