"I have been working with Senior Alternatives on conservatorships and special needs trusts since 1996. Their organization offers a one-stop-shop approach that is unparalleled in the area."
— Elder Law Attorney

Fiduciary Services

We offer a very unique combination of services for our clients: Homecare, Care Management, and Fiduciary Services. This enables us to meet the broad spectrum of needs of our fiduciary clients. We are able to handle the most clinically complex cases referred to us by organizations such as Adult Protective Services.

What we do:

  • Conservator
  • Guardian
  • Durable Power of Attorney for Health Care
  • Durable Power of Attorney for Finance
  • Long term care planning assessment
  • Trustee and successor Trustee
  • Executor or Administrator of the Estate
  • Daily bill paying
  • Insurance benefit advocacy
  • Managing Special Needs Trusts

In addition to her California Social Work license (LCSW), Janet Brush is a California Licensed Professional Fiduciary (CLPF). She also holds a Certificate in Fiduciary Services for the State of California. Finally, Janet has a business background – a BS in Business Administration. This diverse background makes Senior Alternatives uniquely qualified to manage the overall needs of our fiduciary clients.

We leverage our interdisciplinary team approach to maximize financial resources for our clients while ensuring quality long-term care.

While our focus is on older adults, we work with all ages where there may be a fiduciary requirement. For example, we assist attorneys in creating long-term care assessments to use as the basis for a special needs trust. The combination of social work and fiduciary expertise enables us to craft an appropriate care plan that takes a long term view of client needs.