Paladin Fiduciary Services LLC - Santa Rosa, California

‘Tis E.

Lori Beth and Bruce are total pros! This duo:

•Came up with a plan tailored to our unique situation, with needs and goals in mind.
•Got the job done with a little grit and a lot of grace.
•Helped with details large and small
•Used their expertise
•Shared their knowledge
•Always with humor and compassion!They are just wonderful people. Always a delight to deal with, when I was going through tough times.

Frangipani F.

Lori Beth and Bruce are the absolute best!
Navigating the legal processes to settle our late mother's estate would not have been possible without their guidance and expertise. They offer an all-encompassing service which for us included, detailed and personalized support with small claims estate; international art appraisal; packing, moving and professional home organizers; car title transfers; overseas literary royalties; taxes, etc. etc. etc.

They took the best care of us and provided an endless amount of cheering up, as we got through every task on our very long to-do list, with great efficiency. My sister I just adore Lori Beth and Bruce and we can't thank them enough!

XylellaFastidiosa

Happy to be able to give some feedback for the support and service provided by Lori. In addition to transparency in communications and details, Lori also has provided lots of support in the area of elder care for our family. Thank you for all you do, Lori.

Jay H.

My interaction consisted of calling one morning, an auto-attendant offered to find someone for me. Almost simultaneously I received a text from the number I called, asking if they could call me later. I replied. “Yes, thank you”.
Sometime later (after I had made OTHER calls) the phone rang. I answered ‘Hello?’ A woman’s voice said, in what I interpreted as impatient or irritated tone, “You called me” … did not identify herself, just ‘you called me’.
A brief backtrack and I asked if this is Paladin. She corrected my pronunciation and said yes. Feeling awkward, I went ahead and asked my questions, even though I felt her impatience or irritation that I had to ask who was calling. After I explained I needed help deciding what to do with a small (but 6 figure) IRA, she asked about other assets, and told me she would have to think about it.
Long story short, I guess they don’t think our small amount of money is worth bothering with … I’ve received no call back.

Chris S.

Lori Beth is a business associate so I am very familiar with her work and have been able to observe how she works with her clients. You'll know right when you meet Lori Beth that she is confident, competent and in charge. In the truest sense of being a Fiduciary, it would be hard to find a stronger advocate for your loved one. A Fiduciary holds a great deal of responsibility and stands side by side with their client helping manage all aspects of their life. It takes an individual who is a good communicator, solutions focused, has good energy, is patient, well connected, and above all caring and compassionate. Lori Beth is all of those things. I would not hesitate to recommend Lori Beth for Professional Private Fiduciary services.

Darlene J.

Using PALADIN FIDDUARY SERVICES was the best thing I could have done. I could not have done it. I highly recommend their services. having Lori Beth, Bruce and Petra was the best choice I could have made. Excellent service and very knowledgeable.

mogue