Compassionate Expertise When You Need It Most
When entrusting the care of your loved ones or the management of your estate to someone else, you deserve more than just professional competence—you need genuine compassion and specialized understanding.
Dr. Sun Professional Fiduciary Services was born from a heartfelt request. When a mother of a neurodivergent child desperately searched for someone trustworthy to care for her daughter after she was gone, she found Dr. Sun—recognizing that her unique background in human development made her the perfect guardian for her child's future.
This profound responsibility awakened Dr. Sun to her calling: providing exceptional fiduciary services with both professional expertise and heartfelt dedication.
Comprehensive Services
As your Professional Fiduciary, Dr. Sun offers:
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Trustee Services: Managing trusts with meticulous attention to detail and compassion
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Estate Execution: Handling all aspects of estate administration with efficiency and care
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Power of Attorney: Safely Managing financial concerns when you are not able to do so yourself
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Healthcare Advocacy: Ensuring medical decisions align perfectly with your expressed desires
Personalized Fiduciary Services
Expert Guidance
Family Protection
Uniquely Qualified
What sets Dr. Sun apart is her extraordinary interdisciplinary expertise:
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Advanced education and leadership in child and human development
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Extensive education and experience in public finance and administration
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Deep understanding of educational systems and special needs
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Compassionate approach to complex family situations
Dr. Sun brings this exceptional background to every client relationship, creating personalized solutions that protect assets while prioritizing human dignity and individual needs.
Attorneys we work with
Attorney Marty Burbank, JD, LLM*
OC Elder Law
OCElderLaw.com
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Attorney Erlinda Vasquez, JD
Everlaw
EverLawFirm.com
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Attorney Aaron Charles Gregg, JD
FullertonProbate.com
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Attorney Joesph Ernest Patton, JD
Patton and Patton
pppalaw.com
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Attorney Sandra Diaz, JD
Law Offices of Sandra Diaz
sandradiazlaw.com
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Attorney James M. Morgan, JD
lanzonemorgan.com
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​*Attorney Marty Burbank is Dr. Seon Chun-Burbank's husband.
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1
Importance of Professional Fiduciary Services
Professional fiduciary services are crucial for safeguarding your assets and ensuring your family's wishes are carried out effectively. It offers peace of mind and security for you and your loved ones.
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Updating Your Fiduciary Plan
It is recommended to review your fiduciary plan regularly, especially after major life events such as marriages, births, or significant financial changes. This ensures your plan remains up-to-date and aligned with your current circumstances.
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Essential Fiduciary Documents
Key documents include Wills, Powers of Attorney, and Healthcare Directives, Revocable and Irrevocable Trusts. These legal instruments form the foundation of a comprehensive fiduciary plan, facilitating a smooth transfer of assets.
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Role of a Professional Fiduciary
A professional fiduciary provides expert guidance and execution of formal estate planning arangements.
