Meet Lis G. Ortiz (CLPF #1376)
Licensed Professional Fiduciary | Advocate | Trusted Advisor
Professionalism, Integrity, and Compassion You Can Rely On
With over 20 years of experience in the inheritance and estate planning field, Lis G. Ortiz brings a unique combination of technical expertise, compassionate client care, and professional integrity to every fiduciary matter she manages.
Before becoming a Licensed Professional Fiduciary, Lis served as a paralegal specializing in estate planning, trust administration, and probate for two decades.
Mentored by Esteemed Inheritance Attorney
During this time, she had the privilege of working closely with Jeffrey L. Condon, Esq., a respected inheritance attorney and author, whose mentorship deeply shaped her client-centered philosophy.
Her work ethic, dependability, and attention to detail earned consistent praise from attorneys, trustees, and families alike — making her a natural fit for the fiduciary profession.
A Fiduciary Approach Built on Trust and Respect
Lis believes that fiduciary work requires more than just technical skill.
It demands:
Lis is dedicated to ensuring that every trust, estate, conservatorship, and financial matter is managed with the highest standard of care — and that every client’s dignity and wishes are honored at every step.
Ongoing Learning and Thought Leadership
Inspired by her years working alongside leading attorneys, Lis continually builds her expertise in:
She strongly believes in educating clients and empowering families to make informed decisions, often recommending resources like "The Living Trust Advisor" and "Beyond the Grave" — seminal works in the field of estate planning.
What Attorneys Say About Lis
“Ms. Ortiz was found dependable, trustworthy, and reliable... Her work ethic is exceptional.”
— Jeffrey L. Condon, Estate Planning Attorney
“She is extremely honest and reliable, highly effective and efficient, and a pleasure to work with.”
— Lorie H. Kraus, Estate Planning Attorney
A Message from Lis
"Fiduciary work is about more than managing assets or legal documents —
It's about protecting futures, honoring family legacies, and providing peace of mind during life's most vulnerable times.
I am honored to walk alongside my clients and advocate for their dignity, security, and well-being."
Ready to Connect?
If you are seeking compassionate, professional fiduciary support for yourself, your family, or your client, Lis G. Ortiz is ready to assist with trusted, court-compliant fiduciary services across California.