“Your fiduciary services are always meticulous, thoughtful and prompt. Working with Marchi & Smith gives me absolute confidence.”
— Lawrence Siracusa
Attorney at Law

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Care Management Services

Needs Assessment & Analysis

Personalized Care Planning & Management

Communication and Advocacy with:
  • Physicians
  • Hospitals
  • Retirement Communities
  • Government and Social Service Agencies
  • Families
    Engagement and Monitoring of Caregivers

    Fiduciary Services

    Collaboration & Advocacy with:
  • Financial Institutions
  • Pension Plans
  • Insurance Companies
  • Government Agencies
    Power of Attorney

    Conservatorships of Estate and/or Person

    Trust Administration

    Special Needs Trust Administration

    Representative Payee for Social Security

    Estate Administration & Probate
    Want more details?
    Click here for a complete list of our Care Management and Fiduciary services and capabilities.


    Marchi & Smith   |   311 Miller Avenue, Ste. H, Mill Valley, CA 94941   |   phone: 415.383.9777   |   toll free: 800.924.9202