heidimlevyfiduciary.com
My Vision
As a California State Licensed Fiduciary I serve with integrity, compassion, and unwavering professionalism, ensuring that every client’s financial and personal affairs are managed with the highest standard of care. I am committed to protecting the dignity, independence, and best interests of those I serve—especially during times of vulnerability or transition.
I strive to build lasting relationships grounded in trust, transparency, and accountability. Through thoughtful stewardship and sound decision-making, my goal is to provide peace of mind to clients and their families, knowing that their assets, estates, and well-being are in capable and ethical hands.
I envision a practice that not only meets legal and regulatory standards but exceeds them—setting a benchmark for excellence in fiduciary services across California. By staying informed, responsive, and client-centered, I aim to empower individuals while honoring their values, wishes, and legacy.
About me
With over 30 years of experience spanning banking, Medicare Advantage plan sales, real estate lending, and as a former state-licensed administrator and owner of a senior care facility,(RCFE)
I bring a well-rounded and knowledgeable perspective to my work. My extensive background allows me to provide personalized solutions tailored to each individual’s unique needs, ensuring a comprehensive and supportive experience throughout our time together. As a state-licensed fiduciary, I am committed to serving my clients with integrity and care at every stage of their journey.
About heidimlevyfiduciary.com
Fees
Fees
Fees
Professional Fiduciary Fees range from $185 to $235 per hour. Fiduciary Services include Trustee, Power of Attorney for Finance, and Power of Attorney for Health Care services. Case management and support service fees range from $80 to $150 hour.
Fees
Fees
Additional information about the fees or accounting service fees will be provided during an initial consultation with prospective clients and before any contracts are signed or work begins.
Probate Estate fees are charged according to the probate court fee schedule.