Fiduciary and Legal Requirements
I have had the opportunity to observe Stevie throughout these professional matters as she fulfilled the fiduciary and legal requirements of her position and additionally negotiated complex family dynamics in a way that resulted in a positive outcome for everyone involved—not an easy task.
Ethical and Moral Framework
Stevie has a strong ethical and moral framework that guides her actions daily. In fact, this is precisely the reason I encouraged her to explore a career as a fiduciary. As an estate planning, probate, and trust attorney, I see the need for professional fiduciaries with the skills, background, and internal ethical compass that guides them in their work. Dicey situations can arise frequently, and the “books” don’t always address every gray area. Stevie has this compass and lets it guide her daily.
– Heidi Youssef / Youssef Law
We had an excellent experience using Paige Fiduciary Services and found Stevie to be professional, highly knowledgeable, compassionate, honest, and full of integrity. We highly recommend her services.
– Barbara Harriman/Local Client
Stevie helped us with our situation. She was super professional and very friendly. We can not thank you enough. We really appreciate you. Thank you so much.
– Robb Wallace/ Local Guide
Stevie is very respectful and includes us as a family in all her major discussions regarding our cousin.
For the last year, Stevie found a wonderful couple as caregivers who live with our cousin in an adjacent apartment. Stevie and this couple arrange all medical appointments, bill payments, and general housekeeping needs. Stevie knows she will be more actively involved with monitoring needs as time progresses.
We, as a family, are honoring our cousin and allowing her to choose her lifestyle. This was only possible because of Stevie and her commitment to our family.
– Local Client Testimonials
Stevie is really knowledgeable about issues for seniors and helped me a lot with my case. Very nice lady, very accurate and punctual.
– Whim Wham Minds/ Local Client Testimonials
Proud Member of These Organizations
Better Business Bureau, National Guardianship Association, Center for Guardianship, and Professional Fiduciary Association of California
Connect with Us
2059 Camden Ave. #344
San Jose, CA 95124