Helpful Resources

"Words cannot express how thankful I am for your kindness, friendship and your expertise. I have found you to be a very special caring person and you have my gratitude for being available to my Aunt Zara and myself at a critical time in
our lives."
- Joyce Heintz

Checklist for Choosing a Fiduciary

Here is a simple checklist to assist you in choosing a professional Fiduciary. Learn More »

Lisa Berg in the News

Read published articles about Lisa and
her work. Learn More »



California Licensed
Professional Fiduciary #41