COVID-19 Response

Due to the COVID-19 Virus pandemic and recent Shelter in Place order in Contra Costa County between March 17, 2020 and April 7, 2020, our staff is working remotely and will continue to serve our clients with as little disruption as possible. 

You may phone our main office number during office hours and your call will be answered by our staff or voice mail message. If you leave a message, we will do our best to call you back in a timely manner. Please continue to mail documents to our office address at 2125 Oak Grove Rd., Suite 210, Walnut Creek, CA 94598. We will retrieve our mail daily for processing. However, we encourage you to correspond with us as much as possible using e-mail directly to the fiduciary or staff member you are working with. You can send a general email to

Our Care Team will be in regular contact with our clients by phone, as well as any support and medical staff to keep tabs on our client’s health and well-being. We know that this is a trying time for many clients, but we will do our best to help you through it. 

Our Finance Team will continue to pay bills for our clients. If you have an invoice to be paid, please scan and email it to We will continue financial accounting remotely. If you have any questions accountings, please email We will continue to work with our tax professionals to file client tax returns. If you have any questions regarding taxes, please email

Thank you for your patience throughout this difficult time.