Who We Are
What we do: We give you voice. Our clients are persons of all ages and abilities. As Advocates, we work on your behalf to assist with the necessary tasks and management of your personal needs and financial affairs. As Fiduciaries, we follow your written instructions in your legal documents, such as powers of attorney, wills, trusts, special needs trusts, and conservatorships. As Educators we offer coaching, teach instructional courses, and provide tailored seminars upon request.
Our beginning: In January, 2005, after the experience of caring for a friend who suffered from an unexpected onslaught of Alzheimer’s, the founding principals saw a need and were motivated to create a company designed to provide services to assist those who were faced with or anticipating issues of financial management and issues of aging. S.A.F.E. Planners, Inc. is committed to serving you. Our goal is to serve the needs of our community with a locally owned and operated company designed to be enduring and lasting, providing continuity between one generation and the next.
Upholding your best interest: S.A.F.E.’s professional team has a diverse set of skills and knowledge gained through many years of training and experience. We are regulated by the California Fiduciaries Bureau in Sacramento and adhere to a strict code of ethics. As members of the Professional Fiduciary Association (PFAC), we are able to stay abreast of important law changes, and we participate regularly in continuing education. Serving in a position of trust is a duty and responsibility we honor and take seriously at S.A.F.E. Planners.
Initial Consultation: We offer an initial consultation to individuals and families at a nominal introductory fee. The purpose of this consultation is to examine and develop an understanding of your specific needs and goals so that we may offer you assistance in navigating areas of health care, financial concern, available social services, residential programs, legal documents, and referrals. We provide education as well as potential strategies and solutions tailored to address your unique circumstances.
Be Pro-Active: We believe researching and making choices promotes peace of mind. When crisis occurs, often one’s choices have become limited. We offer the benefit of our experience and the gift of caring. How can we help you? Be pro-active and give us a phone call at (707) 445-1144
We Are:
❖ Bonded and Insured
❖ Certified R.N. Care Managers
❖ California Licensed Professional Fiduciaries
❖ Personal Managers & Advocates who ‘Give You Voice’
Meet the S.A.F.E Planners Team
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Patricia Atwood
FOUNDER / LEAD CA LICENSED PROFESSIONAL FIDUCIARY
Patricia began her career as a professional fiduciary in 2005, as one of the founders of S.A.F.E. Planners Inc. She is a licensed professional fiduciary and a National Certified Guardian, and is committed to serving the needs of the elderly, their families, and people with disabilities within our local community.
Patricia completed both fiduciary programs, the Professional Fiduciary Management for Trustees and the Professional Fiduciary Management for Conservators, at California State University at Fullerton before obtaining her Professional Fiduciary license through the Professional Fiduciaries Bureau in the State of California. She has been an active member of the Professional Fiduciary Association of California for the past 15 years, regularly attending conferences and extended education seminars.
Patricia is dedicated to promoting the emerging field of private fiduciaries to better serve the needs of seniors, their families, and persons with disabilities throughout Humboldt County.
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Linda Wilcutt-Tallman
R.N CERTIFIED GERIATRIC CARE MANAGER
Linda is a Registered Nurse and Certified Care Manager specializing in individual care plans and comprehensive case management. She has over 44 years experience as an RN working locally with elders, disabled adults and in pediatrics. As a professional, Linda has focused her career and skills to support clients to access services and support systems that enable them to maintain their highest level of health and independence. She promotes choice. One of her many talents is encouraging people to be the best they can be while she treats them holistically with compassion and respect. When not helping others Linda loves nature, animals and creating art.
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Bailey Locatelli
CA LICENSED PROFESSIONAL FIDUCIARY
Bailey offers her heart and hands to S.A.F.E. Planners as a CLPF and National Certified Guardian. She holds a Bachelor’s Degree in Business Management from Cal Poly Humboldt and in addition to being in service to S.A.F.E. Planner’s clients, she serves our community as a Medi-Cal Doula Provider.
Bailey carries a nurturing presence and is passionate about creating lifelong support systems with her clients so that they may always feel safe, supported, and advocated for. Through the services she offers and the way that she lives, it is her desire to create the change we want to see in the world by the way we honor the passageways of birth, life, and death.
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Ryan Quinton
CA LICENSED PROFESSIONAL FIDUCIARY
Ryan started his journey at S.A.F.E. Planners in August of 2023 after moving back to Humboldt with his sweetheart. Ryan is passionate about the opportunity to grow as a Fiduciary. He is intrigued by the duties and responsibilities that come with being a Fiduciary. He especially appreciates the positive impact this work has on the lives of others. Ryan has a Bachelor of Arts in Political Science and a minor in Philosophy from Cal Poly Humboldt. In his spare time, Ryan throws pottery and spends time managing his backyard garden.
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Alena Rudolph
ADMINITRATIVE ASSISTANT
Alena has had her hands in many creative pots over the decades. From an art career in the Bay Area, to her work in the scenic arts industry, to the years dedicated to early childhood education, she prides herself on inventiveness, ingenuity and attention to detail. Her project management position at S.A.F.E. Planners brings a creative force into the workplace with a Jill-of-all-trades flair. No task is too big! Whether with a wrench, a drill, or a pen she’ll get it done.
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Kristine Cella
CARE COMPANION
Kristine’s role at S.A.F.E. Planners comprises a wide range of tasks as a liaison for S.A.F.E Planners Care Manager. She is passionate about providing high-quality care focused on dignity, companionship, and holistic wellness. Kristine is a Care Manager in-training, California Notary Public, and holds a B.A in Communication from Cal Poly Humboldt. In her spare time, Kristine enjoys spending time at home with her cats and taking long drives exploring the beautiful Pacific Northwest.
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Kelly Peterson
CARE COMPANION
Kelly started her professional career in her 20’s by owning and operating a care home for disabled adults. She then worked for the county as a Medi-Cal Eligibility Worker and later moved into working 1:1 with S.A.F.E Planners clients. She loves working with elders, especially as she approaches her senior years herself. She loves enhancing the quality of life of individuals as they age by providing support with dignity, respect, and love.
TESTIMONIALS