Van Loo Services

Protection and Advocacy for Vulnerable Individuals

Financial consultant (show on map)

Professional fiduciary firm specializing in Special Needs Trusts, probate, conservatorships, and trust management for elderly and disabled clients.

Navigate to Visit website

About

Van Loo Fiduciary Services, LLC is a professional fiduciary firm founded by Cindy Van Loo and her daughter Jeni Meurer. They specialize in the management of Special Needs Trusts, Revocable & Testamentary Trusts, Probate, and Conservatorships primarily in Multnomah, Washington, and Clackamas counties.

The firm is dedicated to keeping clients safe from financial vulnerabilities while maintaining their dignity and preferences. Their mission is to act with compassion and care to elderly and disabled individuals, striving to maintain each person's dignity, trust, and respect while advocating and protecting them from abuse. They collaborate with attorneys, healthcare providers, and other professionals to provide comprehensive fiduciary services.

Mother/daughter professional fiduciary team

Specialized in Special Needs Trusts and vulnerable individual advocacy

National Certified Guardians on staff

Collaborative approach with attorneys, healthcare providers, and courts

Focus on maintaining client dignity and preferences

10+ years of experience (per testimonials)

Services

Special Needs Trust Management

Management of Special Needs Trusts to ensure beneficiaries with disabilities maintain eligibility for government benefits while having their supplemental needs met.

Government benefits preservation Supplemental needs management Ongoing trust administration

Revocable Trust Administration

Administration of revocable living trusts, including management of trust assets and distribution according to the trustor's wishes.

Asset management Distributions per trust terms Beneficiary communication

Testamentary Trust Management

Management of testamentary trusts created through a will, administered after the death of the trustor.

Post-death trust administration Beneficiary management Court supervision coordination

Probate Administration

Administration of decedent's estates through the probate process, including asset collection, debt payment, and distribution to heirs.

Court filing Asset collection Debt settlement Distribution to heirs

Conservatorship Management

Management of conservatorships for individuals who are unable to manage their own financial affairs, including court reporting and asset protection.

Court reporting Financial management Asset protection Annual accountings

Credentials & Certifications

National Certified Guardian

Since 2011

National Certified Guardian

Since 2019

Guardianship Conservatorship Association of Oregon

National Guardianship Association

Frequently Asked Questions

What is a Fiduciary? +

A person or entity which serves in a trusted position, either legally or ethically, to make decisions for the financial benefit or physical health of another. Most often, fiduciaries take care of money or other assets for a person who may be unable.

What is a Professional Fiduciary? +

A person or entity who manages health care or financial decisions for others for a fee.

What types of fiduciaries exist for living persons? +

Guardian, Conservator, Trustee of a living trust, agent under a durable financial power of attorney, and health care representative under an advance medical directive.

What types of fiduciaries exist for deceased persons? +

A personal representative appointed to administer a decedent's estate and a trustee who administers an irrevocable trust after the death of the trustor who created the trust.

What case types does Van Loo Fiduciary Services accept? +

Special Needs Trusts, Revocable Trusts, Testamentary Trusts, Probates, and Conservatorships.

Where does Van Loo Fiduciary Services primarily operate? +

Multnomah, Washington, and Clackamas counties in Oregon.

What is Van Loo Fiduciary Services' mission? +

To act with compassion and care to elderly and disabled individuals with challenges, while striving to maintain each person's dignity, trust, and respect, and to advocate and protect from abuse of self or others in the most efficient and effective way possible.

What are the firm's core values? +

To be compassionate and caring to clients, to make a positive difference in the lives of people who would otherwise be ignored or exploited, to preserve and manage client resources, to collaborate with other professionals efficiently, and to continually improve systems and knowledge.