About Oceanside Fiduciary
Philosophy
A Calm, Capable Presence When It Matters Most
Fiduciary work often arises during moments of transition, conflict, or vulnerability. Our role is to bring clarity, consistency, and structure to complex situations—while remaining attentive to the people affected by them.
With over 20 years of experience in trust and estate administration, we specialize in cases that require:
- Independent oversight
- Clear boundaries and accountability
- Coordination among professionals, caregivers, and family members
- Consistent follow-through
We approach each engagement with discretion, fairness, and respect for both the legal framework and the human realities involved.
Special Needs & Complex Family Situations
Cases involving special needs beneficiaries or strained family dynamics require heightened structure and neutrality. We provide:
- Clear policies and expectations
- Objective decision-making
- Collaboration with care managers and service providers
The goal is stability, compliance, and protection of the beneficiary’s long-term interests. Our team is made up of highly qualified professionals with a passion for what they do. We work together to provide innovative solutions to our clients and help them achieve their goals.
Our Commitment to Quality
At Oceanside Fiduciary, we are committed to delivering the highest quality of service to our clients. Each engagement is tailored to the governing documents, applicable law, and the specific needs of the beneficiary or protected person.
Our Fiduciary
Shawnna Hammon, BBA, NCG, CLPF
California Licensed Professional Fiduciary #1596
Shawnna is a seasoned trust and estate administration professional with more than 20 years of experience guiding individuals, families, and professional advisors through complex fiduciary matters.
Her practice focuses on trust administration, estate administration, acting as agent under financial power of attorney, and managing conservatorships of the estate. She works closely with attorneys, CPAs, and financial advisors to ensure efficient administration, clear communication, and disciplined oversight. Shawnna is known for her ability to navigate technically complex matters while maintaining steady leadership and transparency throughout the process.
She holds a Bachelor of Science in Business Administration, an Associate degree in Legal Office Administration, and has completed specialized trust administration training through the Cannon Financial Institute. Her background reflects a strong commitment to fiduciary accountability, ethical practice, and adherence to the highest professional standards.
Recognized for her professionalism, discretion, and attention to detail, Shawnna provides structured, thoughtful administration in circumstances that often require both technical precision and measured judgment. She is respected by clients and colleagues alike for her steady approach and principled advocacy on behalf of those she serves.
Oceanside Fiduciary Services
Trust Administration
We offer dependable, knowledgeable support for administering your trust, ensuring your intentions are honored and carried out effectively. We bring both reliability and hands-on experience to every aspect of the process.
Our experience covers a broad range of trusts, including:
- Revocable Trusts
- Irrevocable Trusts
- Special Needs Trusts
- Life Insurance Trusts
- Charitable Remainder Trusts & Charitable Lead Trusts
In addition to active trust administration, we are available to serve as a Trust Protector or Trust Advisor, providing active oversight and guidance as needed to ensure the trust continues to operate as intended and to protect both the trust and its beneficiaries.
Executor/Estate Administrator
When it comes time to appoint someone to manage your estate, it is essential to choose an individual or entity with both experience and the ability to make objective decisions. The process of estate administration involves many complex tasks and responsibilities that require impartiality and expertise.
Even when you have family members or close friends who are willing and able to serve as your estate administrator, the role can often be overwhelming.
By appointing a professional to handle estate administration, you can help preserve family relationships and dynamics.
A professional administrator brings a neutral perspective, ensuring decisions are made fairly and efficiently, alleviating stress and preventing potential conflicts among family and friends.
Agent under Financial Power of Attorney
Managing assets can become particularly important during times of need or when your priorities shift, such as choosing to spend more time on retirement or travel. Our services are designed to assist you in these moments, ensuring that your financial affairs are handled efficiently and responsibly.
Whether you require support due to unforeseen circumstances or simply wish to focus on enjoying your life, we are here to help you oversee your assets and provide peace of mind.
Conservator of the Estate
If you or a loved one becomes incapacitated and is no longer able to manage personal assets, we can be appointed by the court to serve as conservator. In this capacity, we act with legal authority to oversee and manage the conservatee's finances in a responsible and ethical manner.
As conservator, we are here to protect the conservatee's assets and ensure they’re always used in the conservatee's best interests. We’ll take care of all financial matters with compassion and dedication, making sure the conservatee's needs are met and their resources are protected.