Lis G. Ortiz – Your Trusted Professional Fiduciary

Welcome to my professional fiduciary services website. My name is Lis G. Ortiz, and I am committed to providing reliable and compassionate assistance as a professional fiduciary. With a deep commitment to ethical and responsible financial management, I am here to navigate the complexities of trusts, estates, and financial matters on your behalf.

Why Choose Me?

As a seasoned professional in the world of fiduciary services, I bring years of experience and a genuine passion for helping individuals and families manage their financial affairs with confidence and peace of mind. My background, as a paralegal working with estate planning attorneys serving as trustees for many years, equips me to address a wide range of financial situations, from estate administration and trust management to safeguarding the best interests of beneficiaries with special needs.

My Approach

I believe in building strong, trusting relationships with my clients. Every individual’s financial journey is unique, and I take the time to listen, understand your specific needs, and tailor my services to align with your goals. My approach combines technical expertise with a compassionate touch, ensuring that your financial well-being and objectives are at the forefront of every decision I make on your behalf.

Your Financial Advocate

I recognize that the responsibilities of trusts, estates, and financial management can be overwhelming, especially during challenging times. As your fiduciary partner, I am dedicated to alleviating your burdens, providing clear communication, and offering strategic guidance that empowers you to make informed decisions for yourself and your loved ones.

Get in Touch

Whether you require support in estate planning, trust administration, special needs trust management, or any other fiduciary service, I am here to assist you. Your financial security and peace of mind are both my top priorities.
Thank you for considering me as your professional fiduciary. I look forward to the opportunity to serve you and help you achieve your financial objectives.
Warm regards,

Proudly Member Of:

Professional Fiduciary Association

For 29 years, PFAC has been providing professional fiduciaries with the vital education they need for their practice. The Professional Fiduciaries Bureau has now issued over 1,000 licenses since its inception just over 10 years ago.

National Guardianship Association

The National Guardianship Association (NGA) is a NPO that promotes nationally recognized guardianship standards. The NGA protects the interests of guardians and people in their care while encouraging the highest levels of integrity.

Professional Fiduciaries Bureau

The PFB was created in 2006 (effective January 1, 2007) to regulate non-family member professional fiduciaries and to protect consumers through licensing, consumer education, and enforcement of the Professional Fiduciaries Act.

Santa Monica Bar Association

The Santa Monica Bar Association is a volunteer organization that functions through its Board of Trustees, its officers and through its committees. Committees offer members a means of becoming more involved in the SMBA within specific areas of focus.