A Guardian You Can Trust. A Partner Who Truly Cares.
Life Care Trustee was founded on a simple belief: every person deserves a fiduciary who treats them as an individual — not a case number.
Shari Dunbar
Licensed Professional Fiduciary · National Certified Guardian · San Diego, CA
With years of experience serving seniors and families throughout San Diego County, I founded Life Care Trustee to fill a gap I witnessed firsthand — the need for a fiduciary who combines professional rigor with genuine, personal compassion.
As a licensed professional fiduciary, I bring deep expertise in trust administration, estate settlement, and conservatorship. But what sets Life Care Trustee apart isn't credentials alone — it's the concierge-level attention I give to every single client.
I take the time to understand your story, your values, and the people you love. Every decision I make on your behalf is guided by your wishes and your best interests — always.
The Values That Guide Every Decision
Compassion First
We meet every client where they are — emotionally, practically, and personally. Fiduciary work is deeply human work, and we never lose sight of that.
Unwavering Integrity
Your trust is sacred. We operate with complete transparency, meticulous record-keeping, and an uncompromising commitment to your best interests.
Concierge Attention
No two clients are alike. We tailor our approach to your unique circumstances, ensuring every detail is handled with the care it deserves.
Steadfast Protection
Like a shield, we stand between you and the complexities of trust and estate matters — so you and your family can focus on what matters most.
Let's Start with a Conversation
I'd be honored to learn about your situation and explore how Life Care Trustee can serve you.
Confidential · No obligation · San Diego County