At all times and under all circumstances, the position of trust vested in us in our fiduciary relationship is protected by our professionalism and experience.

Thank you – your time and consideration are very much appreciated as are your straight forwardness and integrity.

Fiduciary Services for Law Firms, Families & Individuals

As our society changes and we are living longer, many families face increasing difficulties in planning and caring for our older citizens, and are turning to qualified professionals knowledgeable in elder care for assistance. Specialized Services for Law Firms provides licensed, private professional fiduciary services to law firms, families in need and individuals requiring special care and supervision.

Our services respect the dignity and uniqueness of each client, safeguarding our citizens’ rights to privacy by judicially protecting information of a confidential nature. At all times and under all circumstances, the position of trust vested in us in our fiduciary relationship is protected by our professionalism and experience.

The Client, Our Primary Responsibility

We recognize that the care of the client is our primary responsibility. As professional fiduciaries we provide services with respect for the dignity and uniqueness of each client, safeguarding our client’s civil and legal rights, protecting confidential information, and making decisions which maximize and protect the rights and property of frail, vulnerable citizens, allowing for maximum independence and self-reliance.

We are committed to honesty, competence, compassionate and conscientious care of California’s most vulnerable citizens, elder and dependent adults.

Shelley Ocaña, Principal

Serving as Conservator, Guardian, Trustee, Executor and Estate Administrator can be a difficult and time-consuming task. This service is provided to the community by Shelley Ocaña, a Licensed California Private Fiduciary with over 25 years of experience in the field of fiduciary administration.

Shelley is compliant with all statutory requirements, and well informed with regards to applicable policies and procedures, and existing local, state and federal laws that guide the fulfillment of her responsibilities to our clients.


PO Box 14100 Santa Rosa, California 95402-6100


Telephone: (707) 528-1364 | FAX: (707) 575-1166 | Email: ocana@catrustee.com