Nancy A. Cronin is a Licensed Professional Fiduciary with the State of California (License #PF 91). She is also a Registered Guardian with the National Guardianship Foundation, a Friend of the Court in San Mateo County, a Certified California Fiduciary and Charter Member of the Professional Fiduciary Association of California (PFAC). Previously Treasurer on the Board of Directors of Ombudsman Services of San Mateo County, Nancy continues to volunteer her services regularly to that program. She is the owner and founder of Personal Contract Services; established in 1991.


Nancy continues to serve clients in San Mateo County on a limited basis.  She spends time encouraging new fiduciaries and giving back to the organizations and associations that has made her career rich and rewarding. 


For further information regarding her services please contact her directly at:

EDUCATION:


Bachelor of Arts in Psychology from Notre Dame de Namur University, 2006. Belmont, CA.
      Graduated Suma cum Laude, Member of Psi Chi, Psychology Honors Society
      Named on the Deans List for Academic Achievement


Associate of Liberal Arts, Skyline College, 2004. San Bruno, CA.
      Member of Phi Theta Kappa Honors Society
      Named on the Deans List for Academic Achievement


AFFILIATION & CERTIFICATIONS


●   California Licensed Professional Fiduciary (CLPF), 2008. License No. PF 171, Professional Fiduciaries Bureau, CA.

●   Certified California Fiduciary and General Member, 2009. Professional Fiduciary Association of California (PFAC).

●   National Certified Guardian (NCG), 2008. National Guardianship Association.

●   Associate Member San Mateo County Bar Association, Estate Planning Probate Section, 2010.

●   Certificate in Professional Fiduciary Management for Conservators, 2007. California University, Fullerton.

●   Certificate Mental Health First Aid Specialist, San Mateo County Health System, 2014.

●   Certificate Firearm Safety, California Department of Justice, 2016.

●   Certificate Conflict Management, 2005. Peninsula Conflict Resolution Center. San Mateo, CA.


VOLUNTEER HISTORY


2016-Present Regional Liaison Professional Fiduciary Association of CA, San Mateo Co. Chapter
2015-Present Secretary of the Professional Fiduciary Association of CA, Northern Region
2012-2014 Fiduciary Instructor San Mateo County Court, Redwood City, CA
2011-2014 Treasurer of the Professional Fiduciary Association of CA, San Mateo Co. Chapter
2008-Present Certified Ombudsman, San Mateo County, CA
2005 Peninsula Humane Society, Burlingame, CA
2004 Notre Dame Elementary School, Belmont, CA

Jessica M. Britt is a Licensed Professional Fiduciary with the State of California (License #PF 171). She is a Registered Guardian with the National Guardianship Foundation and a Certified California Fiduciary with Professional Fiduciary Association of California (PFAC). Jessica is also affiliated with the San Mateo Country Bar Association Estate Planning Section, is a certified Ombudsman and is Secretary of the Northern Region Professional Fiduciaries Association of California.

At Peninsula Fiduciary Services, we form a collaborative working relationship with each and every client. As we listen, offer counsel, and execute our clients’ plans and core strategies, we make sure that their vision and choices shine through every step of our journey together. We look out for their interests, advocate in accordance with their wishes, and provide a nurturing continuity as we help them navigate safely through life’s more challenging transitions.

SUMMARY           

  

Extensive experience in Trust Administration, Probate Administration, and Conservator of Person and Estate.
Detailed working knowledge of generally accepted financial principles and practices.
Interacts productively with all parties, maintaining open communication.
Generates complete reports including fully detailed Fee Declarations.
Effective problem solver, mediator, and consensus builder.
Background reflects leadership and judgement as well as analytical, organizational, and communication skills.  Systematic, thorough, and attentive to detail.
                                        

  • Trust Administration
  • Probate Administration
  • Conservatorship of Person and Estate
  • Expert witness


EDUCATION

1993 Graduated Summa Cum Ladue from Notre Dame de Namur University, Belmont, CA
BACHELOR OF SCIENCE – Business Administration
Emphasis: Economics and Finance

AFFILIATION & CERTIFICATIONS
State Licensed Private Professional Fiduciary: No. PF 91
Register as Professional Conservator/Fiduciary, San Mateo County Superior Court
Instructs Conservator Classes for Lay-Conservators for SM County Superior Court
Certified California Fiduciary by Professional Fiduciary Association of California
Certified Registered Guardian by National Guardianship Foundation
Past Treasurer Board of Directors, Ombudsman Services of San Mateo County, Inc.
Certified Ombudsman, San Mateo County
Charter Member Professional Fiduciary Association of California
Peninsula Estate Planning Council

San Mateo County Bar Association

Nancy A. Cronin

Jessica M. Britt

Experience . . . Reputation . . . Community Ties . . . Results

Peninsula Fiduciary Services

Personal Contract Services

PO Box 117400

Burlingame, CA 94011-7400

office 650-340-9873

facsimile 650-340-8873