Professional stewardship for life’s most complex chapter.
When managing your own affairs becomes difficult — whether due to age, health, cognitive change, or simply the overwhelming complexity of modern financial life — you deserve a professional who will handle everything with precision, confidentiality, and genuine care.
Dagmar Dolatschko, California Licensed Professional Fiduciary #1460, provides the full range of professional fiduciary services to seniors and their families throughout California. With a background spanning 30+ years of international legal and financial work, she brings a depth of real-world experience that few fiduciaries can match.
Comprehensive Fiduciary Services
Assessment & Strategic Planning
Before taking action, we look at the "whole picture" and get to know you, your family and your goals.
Review: A comprehensive review of the current living, financial, health situation, goals of the senior(s) and the family. Then identify gaps, risks, and safety needs.
Options Discussion: Talk about various options and how we can best support the senior and the family in the current situation and moving forward.
Financial & Legal Support
We act as a professional, neutral third party to protect assets, ensure legal compliance, and manage the "kitchen table" finances.
Daily Money Management: Handling bill payments, organizing tax documents, and managing communications with banks and insurance providers.
Power of Attorney & Trustee Services: Serving as a professional Agent or Successor Trustee to manage assets and ensure the terms of a trust or estate are followed perfectly.
Estate Administration & Coordination: Bridging the gap between family, legal, and tax professionals to ensure a senior’s wishes are carried out with care.
International Asset Management: Handling complex paperwork and logistics for properties or accounts located across borders.
Heir & Beneficiary Coordination: Locating lost heirs and managing sensitive family communications during the distribution process.
Property & Project Management
We remove the physical burden of homeownership by acting as the "eyes and ears" on the ground.
Home & Property Oversight: Supervising maintenance, gardeners, and cleaners, or managing major renovations for safety, rental, or sale.
Decluttering & Downsizing: Full-service coordination of inventory, appraisals, donations, and sales, as well as managing the logistics of a physical move.
Digital Estate Organization: Locating and securing the "digital life"—passwords, online accounts, and social media—to ensure access and security for the family.
Daily Life Coordination
We manage the day-to-day "noise" to create a seamless environment for the senior.
Vetting and Coordinating Support Professionals: Screening and hiring trustworthy help, from home-health aides and housekeepers to specialized tradespeople and advisors.
Administrative Records Management: Centralizing financial, medical, insurance, and legal documents so they are organized and accessible at a moment’s notice.
A Specialized Depth: International Estate Matters
If you or a loved one have assets, property, or family ties in another country, the complexity of managing those matters while aging in the United States can be significant. Most fiduciaries do not have the language capability, international network, or institutional experience to handle these cases well.
Dagmar does. Her 30+ years running Peritus Language Services — working directly with attorneys, government entities, and financial institutions across the US, Europe, and beyond — makes her uniquely qualified to manage the administrative complexity of international estate and financial matters.
This is one of the most under-served needs in California elder care, and it is one of the areas of deepest expertise at Peritus & Company.
Fees
Fiduciary services are billed at professional rates. A current rate sheet is available upon request and can be downloaded here: [Rate sheet PDF]
We are happy to discuss the scope of your situation in an initial consultation before any engagement begins.