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| Street address: | 6303 Owensmouth Ave, Suite 1002, 10th Floor |
| City / suburb: | Woodland Hills, CA |
| Zip code: | 91367 |
| Phone: |
(805) 298-2002 (Primary Phone) |
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Conservatee .Advocate Services., LLC is a fiduciary audit and fraud examination service company established to provide families and concerned individuals support in evaluating private and professional fiduciaries in their capacity as agents with durable powers of attorney, conservator and trustee. Our services are aimed at detecting and preventing fiduciary fraud. Our goal is to promote accountability and transparency in fiduciary management.Specialized Services:C.A.S.Fraud Risk Assessment & PreventionC.A.S.Fraud Examination ServiceC.A.S.Agent with Powers of Attorney ReviewC.A.S.Conservatorship Management ReviewC.A.S Special Needs Trust ReviewC.A.S.Trust Administration ReviewC.A.S.Accounting Report ReviewC.A.S.Client Defined Audit & Monitoring Service
- Business Services Insurance Insurance Agents, Brokers, and Service Insurance-Inspection and Audits
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | ||
| City / suburb: | Woodland Hills, CA |
C.A.S.Fraud Risk Assessment & Prevention, C.A.S. Fraud Examination Review, C.A.S. Agent with Powers of Atty Review, C.A.S. Conservatorship Management Review, C.A.S. Trust Administration Review