Meet The Fiduciators

Lynne Diamond, J.D., C.L.P.F. # 1196

Specializing in Conflict Resolution, Family Mediation and Legal Document Expertise

Lynne Diamond is a CA licensed professional fiduciary and co-founder of The Fiduciators.

A seasoned mediator, licensed legal document expert, and problem solver, Diamond has always been concerned about the dynamics of family conflict and the high cost of their resolution.

Most recently, in preparation for her career as a Professional Fiduciary, Lynne received certificates from the Cal State Fullerton Professional Trustee and Professional Conservatorship programs.  Lynne was awarded her Executive Juris Doctorate from Concord Law School. Back in the day she graduated from Columbia University in New York city where she was awarded her Masters degree in Human Resources and her Masters of Education degree in Psychological Counseling. She received her undergraduate degree from Carnegie-Mellon University, Pittsburgh.

Lynne has a strong background in finance and investment learned during and after her lengthy career with Merrill Lynch. Before becoming an entrepreneur, Diamond was a Vice President with Merrill Lynch Pierce Fenner and Smith in the Newport Beach investment office. In fact, she had thirteen years of experience with Merrill Lynch as both a financial consultant and a manager.

Lynne’s advanced family mediation training was completed at the Straus Institute for Dispute Resolution, Malibu CA. and her basic mediation training was with CSP-Dispute Resolution services in Irvine.Diamond has been mediating family conflicts for over twenty five years in the same location in Newport Beach, CA. She’s mediated thousands of cases and has developed the skills and insights over the years to help even the highest conflict families resolve their issues and complete their cases out of court which is less expensive and time consuming.  Personally networking with hundreds of experts, Diamond brings together a group of seasoned professionals to assist you in planning and executing a more comfortable, more durable, more practical estate plan.

Read a profile of Lynne Diamond in the Orange County Register.

We are a CA licensed Professional Fiduciary.

We are not attorneys. We can only provide self help services at your specific direction. L.D.A. #536.

Visit Lynne’s other websites: 
Mediation –  divorcewizards.com 
Legal Document Assistance – lynnediamond.com .

 

Schedule of Fiduciary Fees

MEDIATION

Family mediation starts at $250 per hour per person. Minimum retainer of 4 hours for each person to begin.

BASIC ESTATE PLAN

Our Basic Estate Plan package includes Living Trust, Will, Health Care Directive, and Financial Power of Attorney.

  • Individual Estate – $2499
  • Married Couples – $3499

ESTATE PLAN LEGAL DOCUMENTS

In addition to our Basic Plan, we offer legal document assistance for the following estate documents:

  • Living Trust – $1499
  • Special Needs Trust – $1499
  • Will or Pour Over Will – $499
  • Health Care Directive – $499
  • Financial Power of Attorney – $499
  • Deed Transfer into Trust – $499 + recording fee
  • Out of State Deed – $749
  • Conservatorship – $3499
  • Simple probate filings – $2499

All legal document assistance is payable in advance.

TRUSTEE

Trustee availability on a very limited basis. Fee is 1% of the total value of the estate adjusted annually and paid quarterly in advance.