Mackenzie Elmer is a California Licensed Professional Fiduciary and a National Certified Guardian dedicated to providing transparent, compassionate, and highly organized administration for trusts, estates, and complex care matters.

A lifelong resident of the Bay Area, Mackenzie brings a deep understanding of the local community, its resources, and the unique needs of the families who live here. Before transitioning into fiduciary practice, Mackenzie spent fifteen years as a dedicated special education professional, including four years serving in district leadership. This extensive background in public education shaped a career defined by advocacy, structural organization, and the navigation of complex regulatory frameworks.

Managing special education programs at a leadership level required a rare blend of rigorous administrative oversight and deep human empathy, skills that translate perfectly to fiduciary management. Whether coordinating with attorneys, CPAs, and medical teams, or managing day-to-day financial oversight, Mackenzie approaches every estate and trust with the same structured pedagogy and detail-oriented care that defined her years in educational leadership.

As a fiduciary, Mackenzie specializes in tailoring services to the unique complexity of each matter. Her practice is built on the core values of transparency, meticulous recordkeeping, and client advocacy, ensuring that individuals and families have a steadfast, professional partner protecting their financial and personal well-being.

Mackenzie Fiduciary Services

Mackenzie Elmer, CLPF

National Certified Guardian #16474

California Licensed Professional Fiduciary #1646

Bay Area, California