My Qualifications

I bring credentials and experience that give you confidence in every referral:

  • Court-Appointed Conservator - Charleston County Probate Court (2024-Present)

  • Former Conservator, Family Services/Origin SC - Managed 150+ cases across Charleston, Dorchester, and Berkeley Counties (2010-2013)

  • Federal Fiduciary - Currently managing 140 active VA cases across four states

  • 18 Years as a Paralegal - Extensive experience in litigation, court procedures, and legal compliance

  • Charleston Native - Deep roots in this community and familiarity with local courts and professionals

I have worked on both sides of the legal system - in law firms and as a fiduciary. I understand what attorneys need from a conservator, and I deliver it.

A Responsive Alternative for Your Conservatorship Cases

When your client needs a professional conservator, you need someone you can count on - someone who answers the phone, communicates proactively, and treats every case with the attention it deserves.

That's exactly what Carolina Fiduciary Services provides.

I understand that when you refer a conservatorship case, your reputation is on the line. Families will call you when they can't reach the conservator. The court will look to you when reports are late. You need a partner who makes you look good - not one who creates more problems.

Why Attorneys Choose Us

You Can Actually Reach Me

When you call, I answer. When you email, you hear back the same day. I know how frustrating it is to leave messages that go unreturned for days. That won't happen here.

I Personally Handle Every Case

I don't delegate your clients to junior staff or let them get lost in a caseload of hundreds. Every case receives my direct attention and oversight. When you refer a client to me, you know exactly who is managing their affairs.

I Communicate Proactively

You shouldn't have to chase down updates. I keep attorneys informed of significant developments, potential issues, and case status - before you have to ask.

I Meet Court Deadlines

Inventories, accountings, and status reports are filed accurately and on time. I understand the court's expectations and I meet them consistently.

I Protect Your Client Relationships

Families will hear from me regularly. They won't be calling your office frustrated because they can't get answers. I make sure the people who matter to your clients feel informed and respected.