Robin Dier
Professional Fiduciary
Retired CPA
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About Robin
I am a Licensed Professional Fiduciary, a retired CPA and a Certified Mediator. It has been my pleasure to assist seniors for the past 30 years.
For 7 years, I served as a volunteer Long-Term Care Ombudsman. I was responsible for investigating elder abuse cases and advocating for seniors in long-term care facilities. The horrors of elder financial abuse motivated me to become a licensed professional fiduciary.
I acted as administrator for my dad's probated estate, and more recently, helped my mom move into a 55 and over community near my home. My grown son is my travel buddy on world adventures and I share a home with my husband, a frustrated but devoted golfer, and my dog who is a constant source of amusement in our lives.
Services
Financial Assistance
to help seniors remain independent
mail management
bill paying
review bills for issues
call vendors with concerns
medical billing issues
bank reconciliation
filing and managing financial documents
records and reports for tax preparer
completing long term care insurance claim forms
Fiduciary Services
power of attorney
advanced health care directive agent
successor trustee
executor of a will
administrator of the estate
rate $ 150 - $ 190 per hour
Contact Me
909-938-2605
It is a pleasure for me to recommend Robin Dier to you. Robin has been thorough in her decisions on my behalf and has earned my respect. Her work ethic is attention to details and patience with me during the process.