Trusted with What You
Care About Most
Jodi, a California-licensed professional fiduciary, is one of the two principals of Pais Montgomery Fiduciary. She is formally trained in social work and strongly committed to meeting the particular needs of conservatees and special needs trust beneficiaries—and protecting them from all forms of physical and financial abuse. Jodi has substantial experience in probate estate administration, trust administration and conservatorships of both the person and estate. She has served as a counselor with AIDS Centers Pasadena and as a service volunteer with the Special Olympics.
David Berrent is a California licensed professional fiduciary and partner at Pais Montgomery Fiduciary. He's a specialist in probate matters for families and attorneys who need someone to serve as: Trustee, Successor Trustee, Estate Executor, Probate Administrator or Conservator. Pais Montgomery Fiduciary specializes in tackling problem assets and estates struggling with contentious litigation. David often serves as a neutral third-party trustee or conservator in cases where there is litigation over a trust, estate or elder law matter. He also brings 30 years' experience in the entertainment industry giving him unique skills for management of trusts and estates containing intellectual property assets.
Raul, a California-licensed professional fiduciary, is an experienced and passionate advocate for individual seniors and the senior community. Born and raised in Mexico City, Mexico, Raul is uniquely positioned to serve the needs of conservatees and trust beneficiaries who are native Spanish speakers. He served more than ten years as Director of Programs and Operations, and then as Executive Deputy Director, at the Pasadena Senior Center, which provides various services to more than 2,250 members of the local senior community. Raul also served as Food Distribution Manager of the Pasadena AIDS Service Center, a non-profit organization which provides counseling, food, housing and other essential support to HIV/AIDS patients.