IE Fids, LLC
Licensed Professional Fiduciaries Providing Services with Care and Respect for Those We Serve
How We Can Help

IE Fids

Licensed Fiduciaries serving the Inland Empire, Los Angeles and Orange Counties


IE Fids, LLC, is a partnership of Licensed Professional Fiduciaries providing services that honor the dignity and uniqueness of every individual. Our goal is to utilize our skills, knowledge and expertise for families in need and for individuals requiring special care and supervision by serving as Conservators, Trustees, Guardians, and Administrators in Probate Estates. We also serve as Powers of Attorney for Finance and Advanced Healthcare Directives.

We become a partner in your life care team.

In all matters we remain focused on cultural competence and awareness. Our commitment is to inclusion across race, gender, age, religion, cultural groups, identity and experience.

We uphold these values with integrity:

  • Clients are given respect, dignity and honest care
  • Client assets are safeguarded, prudently managed and invested
  • The health and well-being of Conservatees and Trust and Special Needs Trust beneficiaries are assured and maintained
  • Trust and Will details are explicitly implemented
  • Clients are regularly contacted
  • Actions, services and time are accurately documented and maintained
  • Client privacy and confidentiality are protected
  • The highest standards of ethics and practices are assured
  • All of our work is provided with attention to the clients’ and their families’ cultural beliefs, values and wishes

Fees


The hourly rates for IE Fids licensed fiduciaries currently range from $160.00 – $190.00 and are dependent upon the tasks being performed. The hourly rates for staff, which may include care managers, project managers and clerical range from $75.00 – $100.00 based on the nature of the task as well as the skill level and experience of the staff member. Complete fee schedules are filed with the court as required and are provided to clients in matters not involving the court.

Court Appointed Services

Conservator of the Person

When an adult can no longer provide for their own care, we are appointed by the court as Conservator of the Person. Ensuring your safety and security are our primary concerns, as well as addressing health and personal care.

Conservator of the Estate

When we are appointed as Conservator of the Estate, we first secure the assets from wrongdoers. We protect and invest assets, budget responsibly, pay bills, collect income and otherwise manage financial affairs.

Estate Administrator

During probate, we collect and protect estate assets, maximize the productivity of the estate, pay taxes and debts, and distribute the assets to the beneficiaries.

Guardianship for Minors

For those under 18, through Guardianship we management and distribution of funds, carefully evaluating and considering long and short-term life goals.

Private/Court Trust Services

Special Needs Trusts

We manage these specialized trusts for beneficiaries who have physical, mental health, emotional or other disabilities, while adhering to strict Probate Code requirements.

Trustee | Successor Trustee

We work with you and your advisors to carry out the terms and instructions of your trust and estate plan just as you envisioned.

Powers of Attorney and Personal Services

Power of Attorney for Healthcare and/or Finance

When acting under Powers of Attorney and Advanced Healthcare Directives, we take action on your behalf to make medical and financial decisions in the event you are no longer able.

Care Management

Our Certified Care Managers assess current health issues and support systems, and coordinate care for you or your loved one who requires assistance and companionship due to physical or cognitive impairments.

Team

Nice to meet you!

  • Leandra

    McCormick

    LeAndra brings more than 25 years of experience across the spectrum of business and financial services to her work as a Professional Fiduciary. LeAndra’s work experience in various business platforms and skills with forensic accounting provide broad expertise to her work with court supervised and private trusts, estates, conservatorships and as agent for powers of attorney. With an MBA in Business Administration, Finance and Management, LeAndra takes an analytical approach to address problems and create solutions.


    LeAndra has served as the Professional Fiduciary Association of California State (PFAC) State President and Treasurer as well as President of the Southern Region. She has also Chaired the Finance Committee and Co-Chaired the Education Committee.


    LeAndra enjoys spending time with family and gourmet cooking. LeAndra cooks and volunteers through her church to feed and serve the community and has worked with local summer camps and youth organizations. LeAndra is a professional Scottish Kilt maker, having outfitted many young people performing in the community and internationally.

  • Susan

    Ghormley

    Susan is a California Licensed Professional Fiduciary serving as court appointed conservator, trustee in private and court supervised trusts and special needs trusts, estate administrator, agent for powers of attorney and Advance Health Care Directives, and as guardian of the estate for youth. After many years as an attorney (now inactive with the State Bar of CA) successfully bringing nursing homes to court for neglect and abuse of elders, Susan sought to bring this expertise to working on behalf of those who need assistance due to age, infirmity or disability as a Fiduciary.


    As an active member of the Professional Fiduciary Association of California (PFAC) Susan has served as State President, Vice President, Director of the Southern Region and Secretary of the Southern Region. Susan developed a Diversity and Inclusion Committee, has served as a Chair of the Education Committee.


    In her spare time Susan has lead an annual high school and college student trip to Mexico to provide day camp for 80 to 100 barrio children and construction projects in the poorest part of Ensenada for over 17 years, as well as participating in a monthly homeless project where meals are prepared and delivered throughout San Pedro, CA. Susan is a frequent speaker at Women’s Retreats.

Contact Us

information@iefids.com

(909) 456-1484

3200 Guasti Road, Suite 100
Ontario, California, 91761