Dagmar Dolatschko

MBA | CLPF (California Licensed Professional Fiduciary #1460) | NCG

Specialization: Global Advocate and Advisor for Seniors

Dagmar’s path to becoming a California Licensed Professional Fiduciary is based on personal experience and a solid background as a small business owner.

Before earning her fiduciary license, she spent more than three decades building and running Peritus Language Services, a multilingual legal and financial translation firm. In that role, she worked side by side with attorneys, financial planners, and government entities across the United States, Europe, and beyond, managing a large number of linguists around the world. She experienced hands-on the institutional complexity of international financial and legal systems.

That background makes her uniquely qualified for one of the most underserved needs in elder care: seniors living in the United States with assets, property, or family ties in other countries. Where most fiduciaries stop at the US border, Dagmar’s network and experience extend across it.

On a personal level, Dagmar supported her parents in Germany for many years through the end of their lives — managing contractors, overseeing caregivers, and handling their finances from abroad. She knows what it means to be the responsible party when a family member can no longer manage things alone. That experience shapes how she works with every client.

Dagmar is a member of the Professional Fiduciary Association of California (PFAC) and the National Association of Professional Organizers (NAPO).

What Dagmar Manages: Trust and estate administration | Power of attorney of finance and health | AHCD Healthcare proxies | Daily money management | Bill pay and financial organization | International asset and property management | Document and digital organizing | Heir and beneficiary coordination.