We safeguard your future, one fiduciary step at a time.

Contact us for all your fiduciary needs

GRD services offers centered person planning for each client, whether it be healthcare, financial management or securing in-home care.

Our Services

  • Conservator of Estate

    We will manage the financial affairs and assets of an individual that are unable to due to incapacity and will prioritize their welfare and financial well-being.

  • Representative Payee

    We are here to provide valuable assistance in managing your finances and to ensure your bills are paid timely while also managing any income.

  • Health Education

    Offering customized coaching and training sessions whether it be medical planning, public health, mental health or overall wellness. (Offered by a Certified Health Education Specialist)

  • Technical Services

    We will help individuals understand information, weigh pros and cons, and communicate their de decisions to others.

  • Evaluation

    We will analyze data and methods to identify outcomes for individuals/families and professionals in California through written reports

  • Digital Health Communication

    Providing assistance to answer questions and connect individual and families with enhanced patient care