25 years of experience in professional trust administration, conservatorship administration, probate estate administration, care management and business management.

I am so grateful to you for keeping an eye on my mom and for your genuine, heartfelt concern that you have shown her and me over the years…

Shelley Ocaña, Professional Private Fiduciary

Shelley Ocaña Shelley Ocaña is a knowledgeable and trained professional who works with citizens in need of a private fiduciary. She and her trained staff represent 25 years of experience in the fields of professional trust administration, conservatorship administration, probate estate administration, care management, and business management.

Education

  • National University of Mexico – Literature, Languages
  • Continuing Education of the Bar – Elder Law Programs
  • Certified Spanish Language Interpreter/Translator
  • California State University, Fullerton – Professional Fiduciary Management - Trustees
  • California State University, Fullerton – Professional Fiduciary Management - Conservators

Experience

  • Senior Services in Sonoma County
  • Licensed California Private Fiduciary #93
  • Certificated Probate Paralegal
  • Presenter, Redwood Empire Estate Planning Council
  • Expert Witness — Trust Management
  • Expert Witness — Elder Abuse
  • Presenter, Kaiser-Permanente — Conservatorship issues
  • Presenter, Sonoma County Bar Association — Elder Abuse and Trust Administration
  • Presenter, Council on Aging — Conservatorship Administration

PO Box 14100 Santa Rosa, California 95402-6100


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