Lisette Varnese
California Licensed Professional Fiduciary & Certified National Guardian
My Story
My journey into fiduciary services has been both unique and fulfilling, shaped by my diverse background and a deep passion for making a difference in people's lives. I began my career in the securities industry, but after the market downturn in 2000, I transitioned into the legal field as a paralegal in estate planning. It was here that I discovered my true calling—helping individuals and families secure their futures and protect their assets.
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Over the years, I’ve had the privilege of working in various legal settings, including corporate law. While these experiences were valuable, it was in trust administration and probate that I truly found my passion. With the guidance of a mentor who inspired me for over 15 years, I honed my skills and laid the foundation for my own fiduciary practice.
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In 2006, I founded Varnese Estate Services, and today, I’m proud to lead a thriving referral practice dedicated to excellence and personalized client care. My team and I offer a wide range of services, including trust and probate administration, daily money management, and care management, all tailored to meet the unique needs of our clients.
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What sets us apart is our commitment to understanding each client on a personal level—knowing their values, preferences, and cultural background—so we can provide the highest quality of service. Our motto, "Your trust is our business," reflects my dedication to earning and maintaining the trust of those we serve.
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It’s been an incredible journey, and I’m honored to support my clients in achieving financial security and peace of mind.
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I grew up in Northern California and live in Sausalito with my husband and two daughters. In my spare time I enjoy traveling with my family, cooking Italian food and exploring the beautiful landscape of Marin County.