Scope of Services

The scope of a Professional Fiduciary's responsibilities is very broad. Fiduciaries are often appointed by courts or contacted by attorneys to be conservators, trustees, personal representatives, guardians of estates or as agents under powers of attorney.  My business background, combined with certification in Fiduciary Management, provides a solid basis to manage your fiduciary needs.
Picture
Claire Owens, MBA, CLPF, NCG
Professional Fiduciary

Professional Licenses, Certifications and Memberships

  • California Licensed Professional Fiduciary (CLPF 433), April 2010
  • National Certified Guardian (NCG), February 2010
  • Member Professional Fiduciary Association of California (PFAC), July 2010
  • Member National Guardianship Association (NGA), January 2011
  • Member Silicon Valley Bar Association (SVBA), May 2011
  • Member Santa Clara County Estate Planning Council (SCCEPC), March 2012
  • Board Member Silicon Valley PFAC Association, Educational Co Chair, January 2012
Picture

Education

  • Certificate in Professional Fiduciary Management for Conservators, California State University Fullerton
  • Certificate in Professional Fiduciary Management for Trustees, California State University Fullerton
  • Masters of Business Administration (MBA), Emphasis in Quantitative Business Studies, San Jose State University
  • Bachelors of Science in Psychology, University of Santa Clara

 

Picture

Community

  • Alzheimer's Association Silicon Valley Memory Walk Team Leader, August 2009 - Present
  • Recognition Award one of the Top Fundraisers for the Silicon Valley Memory Walk 2010-2014
  • Escrip Fundraising chair, Willow Glen High School, July 2007 - September 2011
  • Senior Adult Legal Assistance (SALA) Golf Tournament Volunteer, September 2011 - Present

 

Picture