Norris Fiduciary Services

Specialties

Private Fiduciary, Trust Administration. Private Trustee Services, Elder Care Consulting. Special Needs Planning and Consulting. Care Management. Medi-​Cal Planning for Nursing Home Stay.

History

Established in 2006.

Nancy has been in private practice for the last ten years as a private trustee providing trust administration services for families. She has 25+ years of experience in financial services, corporate management and consulting which has prepared her to guide clients in all areas affecting financial, elder care or special needs planning.

Her professional background as a financial adviser, real estate and mortgage broker helps her clients navigate all financial aspects of trust administration.

Meet the Business Owner

Nancy N.

Business Owner

Nancy hosted her own Bay Area radio talk show «Boomer Talk» (you can listen through the website). She has taught classes on elder care, investing and estate planning at the Professional Development Center of San Jose, Public Guardian’s Office, Lockheed, SCC School Districts. Nancy has participated as a guest speaker on other radio talk shows and has given educational presentations to many groups and organizations in the Bay Area.

Norris Fiduciary Services also recommends

Wong Ewers Llp Certified Public Accountants

Accountants

Nancy N. says,

«David Andrews is a great C.P.A.»

Kramer Radin, LLP

2

reviews

Estate Planning Law

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Real Estate Law

Nancy N. says,

«Deborah is a good estate planning attorney and easy to work with.»

Social Blue Bird

1

review

Party & Event Planning

,

Marketing

,

Graphic Design

Nancy N. says,

«Very organized! A pleasure to work with.»