Complete Estate Organizing, California
Elder Care Services
About Us
Home Page
Local cities we serve...
- Los Gatos, CA
- Saratoga, CA
- Palo Alto, CA
- Los Altos, CA
- Woodside, CA
- Portola Valley, CA
and many others!
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About the Founder of C.E.O. Nancy Norris
Serving Families from Monterey to Sacramento
For over 16 years, Nancy Norris has worked in Financial Services as an Investment Advisor, Loan Agent and Real Estate Agent. She received her Fiduciary Management Certificate from Cal State Fullerton and combines her experience and education serving clients as a Professional Trustee. She is the Founder of Norris Financial & Fiduciary Services and Complete Estate Organizing.
Norris Fiduciary Services & Complete Estate Organizing provides:
- ElderCare Assessment and Solutions
- Fiduciary and Private Trustee Services
- Trust Administration
- Power of Attorney for Health Care or Financial Matters
- Family Conflict Resolution
- Special Needs Trust Planning and Administration
- Estate Planning- with affiliate attorneys
- Medi-Cal Planning and Estate Preservation
- Real Estate and Mortgage Loan Transactions
- Case Management and Senior Housing Solutions
- Final Arrangements
- Estimates of Value for Collectibles & Antiques
- Estate Liquidation
- Home Organization - Clutter Reduction
She hosted her own Bay Area radio talk show "Boomer Talk", view video clip on web-site, and founded & published "Savvy Seniors" magazine. In addition, she has taught classes on ElderCare, investments and estate planning at the Professional Development Center of San Jose. Nancy has also participated on radio shows and gives educational talks to many groups and organizations in the Bay Area.
She's a member of Silicon Valley Bar Association. She is a board member of Santa Clara Chapter of Professional Fiduciary Association of California (PFAC), member Senior Round Table, Women in Consulting and CANHR. Nancy continues to build her expertise in Fiduciary Management with ongoing continuing education. She graduated as a Lay Chaplin from Cathedral of Faith over 10 years ago and volunteers at her church in the hospital visitation ministry. She was the first woman president of local Lion's Club. She's volunteered with Joni & Friends, (JAF) a ministry for people with disabilities, and Help One Child a foster parent organization in the Bay Area. She has called San Jose home for almost 30 years and has been blessed with a 23 year-old daughter, who has been a professional model for five years, is also a real estate agent and is studying to become a Physical Therapist. Nancy has a 5 lb Yorkie Terrier and three cats.
To view Nancy's resume, click here (PDF).
Contact Us
Address:
PO Box 111501
San Jose, CA 95159
Phone: (408) 771-7296
Fax: (408) 294-5379
Email: info@estateorganizing.net
Call Today (408) 771-7296
Copyright 2011 CEO - Complete Estate Organizing, all rights reserved.
Thank you for visiting www.estateorganizing.net, providing professional elder care and senior care services for California. We provide complete senior estate organization services including elder care fiduciary services, bookkeeping and paperwork, senior care inventory, sorting and packing, as well as a variety of handyman services. We serve Los Gatos, Saratoga, Palo Alto, Los Altos, Woodside, Portola Valley and other parts of California.
Elder Care, Senior Care Services for California - Financial Trust Administration - Estate Sales and Estate Management
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