Meet the Team
Linda H. Boes, LPF
Licensed Professional Fiduciary, CA Lic. #1599
Linda Boes is a licensed professional fiduciary with over 25 years of leadership and operational experience in legal services, bringing a deep understanding of the legal, financial, and personal aspects of fiduciary work.
Monique Nevarez, Esq.
Independent Fiduciary
Monique Nevarez is an independent trustee and fiduciary with a background in trust administration, estate matters, and tax law, bringing a thoughtful and compassionate approach to supporting individuals and families through important life transitions.
Olivia Todd
Client Services & Trust Administration Coordinator
Olivia Todd is a Client Services & Trust Administration Coordinator with a background in legal client services, bringing warmth, attention to detail, and a compassionate approach to supporting clients and families throughout the trust administration process.