SHELLEY OCAÑA

SHELLEY OCAÑA

Senior Partner

Shelley Ocaña is the founding partner of Specialized Services for Law Firms. She began her fiduciary practice in 1983 while maintaining a career as a certified paralegal and judicial interpreter. As a fifth-generation Sonoma County native, Shelley’s dedication to her community precedes her reputation and expertise in the areas of care management, conservatorships, probated estates, and complex trust administration. She has served as an expert witness for fiduciary best practices and as a consultant on numerous contested legal matters.

With nearly forty years of experience, Shelley has been instrumental in shaping the standards of excellence for fiduciary services across California. She is a founding member of the Professional Fiduciary Association of California and a long-time presenter for a variety of legal associations including the Redwood Empire Estate Planning Council and the Sonoma County Bar Association.

Education
  • California State University, Fullerton – Professional Fiduciary Management, CLPF
  • National Autonomous University of Mexico (UNAM) – Literature, Languages, BA
  • Continuing Education of the California State Bar – Elder Law Programs
Experience

  • California Licensed Private Fiduciary #93
  • Certificated Probate Paralegal
  • Judicial Interpreter
  • National Certified Guardian (no longer active)
  • Presenter, Redwood Empire Estate Planning Council
  • Presenter, Kaiser-Permanente — Conservatorship issues
  • Presenter, Sonoma County Bar Association — Elder Abuse and Trust Administration
  • Presenter, Council on Aging — Conservatorship Administration
  • Expert Witness — Trust Management
  • Expert Witness — Elder Abuse
Member Organization
  • Professional Fiduciary Association of California (PFAC) – Active Charter Member
  • Sonoma County Bar Association
  • Redwood Empire Estate Planning Council
  • Sonoma County Community Foundation (former member)
  • National Guardianship Association (former member)
Community Engagement
  • Elder Law Programs – Northern California
  • Sonoma County Senior Service Providers
  • Area Programs on Aging
  • Elder Advocate Programs
  • Fiduciary Training and Management Programs