Pre-Conference Intensive A – Starting A Professional Fiduciary Practice

Join us for an all-day intensive session (6 hours with a lunch break) that’s designed to help you kickstart your fiduciary practice. This session is perfect for those who are almost licensed as fiduciaries or have just been licensed. We’ll cover the nuts and bolts of setting up your business, including choosing an entity, opening a business bank account, and finding software to set up your firm for future success. We’ll also discuss how to land your first client and manage future clients.

Track A – Setting Up Your Business

9:10 – 10:30 – Finding your first client and tracking future clients
10:30-10:45 – Break
10:45 – 12:05 – First steps of a business
12:05 – 1:05 – Lunch
1:05-2:25 – Hiring an attorney (and firing them too)
2:25 -2:40 – ☕️ break
2:40- 3:55 – Setting up basics of your technology systems

Speakers

Sarah Trejo

Sarah Trejo

Sarah Trejo Fiduciary Solutions

Sarah Trejo is a CA Licensed Professional Fiduciary whose work centers on bringing order, clarity, and follow-through to complex administrative matters. Drawing on her background in client service and operational management, she contributes to both casework and systems development at Kosbie Fiduciary & CPA Services. She is passionate about practice management and strengthening professionalism across the industry, especially through collaboration, collegial support, and sharing tools that help others do their work more effectively.

Love Miller

Love Miller

Legacy Fiduciary Services

Love is a dedicated, compassionate person, committed to her family and the community she serves. With over 30 years of experience in private and non-profit sectors, her people-focused,community-based, and customer service emphasis has always been to make a positive difference to those she serves. For over 17 years, Love has worked with seniors and people with disabilities; she regularly serves people with various physical, medical, and cognitive challenges. These groups support mobility difficulties, low vision/blindness, TBI/cognitive impairments, those Speech Impaired, and the Deaf and Hard of Hearing communities.

She is a respected public speaker with a catalog history of recurring appearances. Love has a Bachelor’s degree in Social Work and a Master’s degree in Public Administration and earned a Certificate in Professional Fiduciary Management from the University of California at Riverside. She is a California Licensed Professional Fiduciary (CLPF) #947, a General Member of the Professional Fiduciary Association of California (PFAC); a PFAC Education Committee member, a member of the Sacramento County Bar Association, and a volunteer member of the National Guardianship Association (NGA).

Love was born and raised in Northern California. She is a Bay Area native and has lived in Sacramento for over 25 years. While raising her two children to be mindful, responsible, and compassionate individuals, they all share a love of service. Her daughter is seeking her Doctorate in Counseling Psychology, and her son is an Economics major at university. As time allows, Love is refueled by travel adventures with her family. Either by car or plane, the desire is to venture out in life, explore, and experience something new together.

Vanita Jones

Urban Fiduciaries

Heather Johnston

Sapphire Law Group

Shannon Downs

Downs Fiduciary Services
Alexandria Goff

Alexandria Goff

Alexandria Goff Legal P.C.

Alexandria, also known as “Ali” is the owner and founder of Goff Legal, PC, a law firm focused on estate planning, trust & estate administration matters. Ali is known for her in-depth knowledge and expertise  with wills, trusts, durable powers of attorney, and her ability to explain complex matters in an understandable way. She was drawn to estate planning to help protect people and their families and provide peace of mind so they avoid complications for generations to come.

She is a frequent presenter for organizations located in California, the Professional Fiduciary Association of California, the Probate Section of the Placer County Bar and the National Business Institute. Ali is also is a certified performance coach, helping women leaders and business owners with their personal and professional endeavors and goals.