I’ve consistently engaged with the estate planning sector for over 17 years in professional services—11 in accounting, nearly 3 in law, and 3.5 collaborating with fiduciaries, real estate experts, and financial advisors. My tenure as a board member and past president of the Estate Planning and Trust Council of Long Beach further deepened my understanding of this field.
A recurring observation is that many fiduciaries underutilize marketing strategies, relying predominantly on referrals from attorneys and other professionals. While referrals are invaluable, establishing a robust online presence is equally crucial. A well-crafted website enhances credibility and provides potential clients with insights into your services and expertise. Given clients’ trust in fiduciaries, offering accessible information online is essential for informed decision-making.
If you’re a fiduciary seeking to develop or refine your website, I can assist in creating a straightforward platform that effectively showcases your services. My extensive experience in the estate planning industry ensures a tailored approach that resonates with your target audience. I can provide samples of my work in this domain upon request.
My involvement with the Professional Fiduciary Association of California (PFAC) has been particularly rewarding. PFAC is a nonprofit organization dedicated to advancing excellence in fiduciary standards and practices. It offers ongoing professional education, legislative advocacy, and resources to support fiduciaries in delivering exceptional service.
The connections and knowledge gained through PFAC have been invaluable, and I highly regard the organization and its members.
In today’s digital age, a professional website is indispensable for fiduciaries aiming to build trust and credibility. By combining my industry experience with web development expertise, I can help you establish an online presence that reflects your professionalism and commitment to clients.
