EMPOWER your family's and loved ones' future with the loving and expert guidance of Dr. Sun!
EMPOWER your family's and loved ones' future with the loving and expert guidance of Dr. Sun!
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EPIC Fiduciary by Dr. Sun 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.
UNIQUELY QUALIFIED
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Advanced education (Doctor in Education and Masters in Public Administration) and leadership in child and human development
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Extensive education and experience in public finance and administration
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California Licensed Profesional Fiduciary (#1516)
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Deep understanding of educational systems and special needs
Dr. Sun brings this exceptional background to every client relationship, creating personalized soultions that protect assets while prioritizing human dignity and individual needs
E.P.I.C.
Effective
The utmost goal of Dr. Sun's actions is to produce intended positive outcomes for the beneficiary and principal
Prudent
Every action Dr. Sun take is done with care, skills, diligence, and caution
Impartial
Dr. Sun commits to acting with honesty, transparency, ethical principles, and the utmost good faith
Compassionate
Dr. Sun goes extra miles to ensure the well-being of the eneficiary with genuine care
SERVICES - COMPREHENSIVE & PERSONALIZED
Asset Management & Financial optimization
Maximizing the financial benefits for you and your beneficiaries while ensuring a secure and prosperous future
Tailored Approach
Understanding that every individual and family has unique circumstances, Dr. Sun offers personalized solutions providing clarity and peace of mind for you and your loved ones
Trust
Managing trusts with meticulous attention to detail and compassion
Estate Execution
Handling all aspects of estate administration with efficiency and care
Power of Attorney
Safely Managing financial concerns when you are not able to do so yourself
Healthcare Power of Attorney
Ensuring medical decisions align perfectly with your expressed desires
Collaboration with Experts
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Attorney Marty Burbank, JD, LLM*
- OC Elder Law
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Consultant Rosemary DeCuir-Mckown
- Alliance Family Advocate
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Attorney Sandra Diaz, JD
- Law Offices of Sandra Diaz
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Attorney Aaron Charles Gregg, JD
- Aaron Charles Gregg
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Consultant Cressida Henderson, Marriage & Family Therapist
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Attorney James M. Morgan, JD
- Morgan & Morgan Law Firm
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Attorney Joesph Ernest Patton, JD
- Patton and Patton
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Attorney Kevin Snyder, JD
- Snyder Law
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Attorney Erlinda Vasquez, JD
- Everlaw
* Attorney Marty Burbank is Dr. Sun's husband
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Attorney James M. Morgan, JD
- Morgan & Morgan Law Firm
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Attorney Joesph Ernest Patton, JD
- Patton and Patton
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Attorney Kevin Snyder, JD
- Snyder Law
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Attorney Erlinda Vasquez, JD
- Everlaw
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Attorney Katie Fenelli Saltron , JD, LLM
- Fenelli Law Firm