Kerri Levitanus

Area

Dana Point, Orange County, CA

License

California professional fiduciary #1467, active, renews by October 2026

From the public license list of California's Professional Fiduciaries Bureau. Kerri Levitanus hasn't joined Pairlo, so we can't tell you their services, fees or whether they're taking new clients. Before you hire any fiduciary, check the license is still active on the state's license search ↗.

What a professional fiduciary does

A professional fiduciary is paid to manage someone else's affairs: as trustee of a trust, agent under a power of attorney, executor, or conservator appointed by a court. Families often call one when nobody in the family can take on the money side, when siblings disagree, or when a parent has no close family. California requires most professional fiduciaries to be licensed. Most charge by the hour; ask for the fee schedule in writing.

Do you need an elder law attorney? · Glossary

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