Susan Long

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Susan
Last name
Long
Professional/Academic Designation(s) (for Badge)
CLPF
Company
Claycord Fiduciary Service Inc.
Position/Title
Owner
Phone
925-494-8189
 

Member Profile

Membership Categories
  • Trust Officer of Private Fiduciary
Years of Experience
25
Statement of Involvement in Estate Planning
Prior to opening my business as a private fiduciary, I worked as a trusts and estates paralegal for local law firms for over twenty years. I find it very meaningful to be an advocate and support for seniors who are solo agers, who might not have a family member or friend to step up and assist them with navigating decisions regarding finances and health care.
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