Jamie Urner

CA Licensed Professional Fiduciary #1149

Managing someone else’s finances is a full-time job.

And when someone else is a loved one battling chronic disease and illness, you should be free to spend these moments at their side without the overwhelm of tracking income and expenses and the uncertainty in not knowing exactly what to do and when to do it.

At Kern Fiduciary Services, I get it. Since 2020, I’ve helped by:

• Managing the financial aspect of their declining health by serving as Trustee of Trust or Agent under a Financial Power of Attorney.

• Settling the estate as Estate Administrator as quickly and fairly as possible.

• Preparing probate-compliant Trust and Estate accountings that balance to the penny.

My interest in helping others as a private fiduciary blossomed while working for California Licensed Professional Fiduciary Greg Honneger. I started small – running errands and filing, but eventually took on more responsibilities including meeting with clients and beneficiaries. I completed the required courses set forth by the State of California, sat for the licensing test and was licensed at the start of 2020.  

Prior to working as a fiduciary, I worked as a Hollywood marketing executive responsible for multi-million-dollar film release budgets. This work gave me the ability to grow strong relationships with unique personalities including filmmakers, network executives, and partners and support a wide array of professionals in the completion of large projects. I now find these skills invaluable as I assist in the trust and estate administration process.

If you need to lean on a professional to relieve the burden of serving as Trustee or Estate Administrator, the process is simple…

Schedule a Consultation so we can determine if I’m the right fit for you and your family. When we start to work together, I will set up the necessary accounts and coordinate with an attorney to prepare the necessary legal documents. Then, you can focus on what matters most – cherishing every moment with your loved one.

You deserve the peace of mind in knowing a professional is protecting your loved one’s assets.