Diablo Valley Foundation for the Aging

jeff-inside-member-banners

Jeff Patton, CLPF
Diablo Valley Foundation for the Aging
Providing Compassionate Care and Trust Administration to Seniors
http://www.dv-fa.org/

Senior Situation:

I am worried about my family’s ability to handle my finances for me when I get older and if have health problems. They are so busy with their own lives. They don’t live nearby and I want to stay in my home as long as I can.

 

Senior Solution from Jeff Patton:

Naming the Foundation as your professional fiduciary will give you the independence you want while ensuring that your finances will be managed correctly, without putting the burden on family members. The Foundation can serve as your Agent under Power of Attorney, Successor Trustee, and Executor under your Will.

Diablo Valley Foundation for the Aging Logo

If you sign up for their Durable Program, you can get to know the office staff now, while you are healthy, and they will review your documents with you. In this way, you can share your wishes so they will be honored when the time comes.

 

If you want to live at home as you age, if you become incapacitated, they can hire in-home care for you. Their compassionate care managers will then monitor your health to make sure your needs are met during periods of disability. Working with the Foundation gives you the confidence of knowing that if you become sick, they will be able to seamlessly handle your bills and money management.

Jeff Patton, CLPF

MEMBER: Jeff Patton, CLPF
SERVING: Central Contra Costa County
EMAIL: jeff@dv-fa.org
PHONE: 925-945-8040
HOURS: M-F 9 am to 4 pm
ADDRESS: 140 Gregory Lane, Suite 170, Pleasant Hill, CA 94523

ABOUT JEFF PATTON: As a licensed professional fiduciary and the Diablo Valley Foundation’s Executive Director, Jeff Patton’s mission is to serve local seniors with compassionate care and professional financial management. The Foundation is a nonprofit organization started by the Lesher family over four decades ago. Families name the Foundation in their estate planning documents to provide money management, trust administration, and care management in case of disability and at death. Clients appreciate the Foundation’s professionalism and sensitive approach to keeping seniors as independent as possible, for as long as possible.

 

Jeff has always enjoyed working with seniors, appreciating their experience, wisdom, and interesting stories. Jeff has a strong finance and quantitative background from his 25-year career working in the banking industry prior to becoming a California Licensed Professional Fiduciary (CPLF). A graduate of the University of Kansas, Jeff received his MBA-IM from Thunderbird School of Global Management and completed his Certificate in Professional Fiduciary Management for Trustees at California State University, Fullerton. Jeff is married with three children and enjoys snow skiing, biographies, travel, and hiking.

SERVICES

 

  • Professional Fiduciary
  • Successor Trustee
  • Care Management
  • Agent Under Power of Attorney
  • Agent Under Advance Health Care Directive
  • Home Visitation
  • Bill Paying

Contact Jeff

First Name

Last Name

Email

Phone

Message

Yes…I consent to Jeff Patton, CLPF, collecting and storing my data from this form. I understand that my information will not be sold or shared.

Submission Validation
Please enter the following code in the box below:

MD76320A