Jodi is a California licensed professional fiduciary, of Pais Montgomery Fiduciary, which was founded in 2011. She is formally trained in social work and strongly committed to meeting the particular needs of conservatees and special needs trust beneficiaries and protecting them from all forms of physical and financial abuse. Jodi has substantial experience in probate estate administration, trust administration and conservatorships of both the person and estate having served in over 100 cases.
Jodi Pais Montgomery, CLPF
Pais Montgomery Fiduciary Services
Conference Sessions
Twice The FUN In DysFUNctional Families – Interactive Case Studies
The Interrelationship Of The Professional Fiduciary With Court Appointed Counsel And Guardian Ad Litem