Our Fiduciaries

Charlene Laurvick

Licensed Professional Fiduciary · CLPF #927

Charlene Laurvick, also known as Charlene Laurvick-Bunch, has a professional background that encompasses business management, legal administration, estate planning, probate, trust administration, and professional fiduciary services.

Business Background

After earning dual bachelor's degrees in Business Administration and Mass Communications from the University of Wisconsin, Charlene spent more than 10 years in the retail industry, including management positions. This experience developed her skills in management, problem-solving, and client relations.

Legal Training & Experience

After relocating to San Diego, Charlene completed the University of San Diego Legal Assistant Program and earned a legal assistant certification. She subsequently joined the staff of USD's Graduate Program, where she contributed to curriculum oversight, advised faculty regarding course content, and facilitated connections between graduating students and prospective employers.

Charlene later transitioned to a legal assistant and office manager position with a law firm specializing in Estate Planning, Probate, Trust Administration, and Probate Litigation. During her tenure, she developed extensive experience in trust planning and administration, Conservatorship, and Probate, while working closely with attorneys and individuals responsible for administering trusts and estates.

Becoming a Professional Fiduciary

In 2014, Charlene joined Kriebel Laurvick & Associates with the goal of becoming directly involved in the administration of trusts and estates. In 2016, she obtained her fiduciary license from the State of California's Professional Fiduciaries Bureau and began accepting fiduciary appointments.

Charlene's combined business and legal experience provide a strong foundation for her work as a Professional Fiduciary. Her background in management, problem-solving, organization, and legal administration enables her to effectively manage both routine and complex matters. Her ability to communicate effectively and establish rapport with clients further supports her commitment to providing attentive and professional fiduciary services.

Professional Leadership

Charlene has also held leadership positions within the Professional Fiduciaries Association of California, including serving as President of the San Diego Chapter and as a member of PFAC's State Board of Directors.

Email charlene@kaafid.com

What Clients Say

"As an out of state, sole survivor of the unexpected, early age death of a family member, I needed some assistance in dealing with the estate issues which led me to Charlene Laurvick and Kriebel & Associates. Charlene provided excellent, professional service in coordinating with attorneys and the courts on probate issues; organizing personal and real property estate sales and handling all of the outstanding debt and tax matters. The services provided were timely, well documented and routine communication was responsive. Charlene and the staff were of great help in a time of personal grief and stress."

Michael F.

"After my mother passed away, I had no idea how complicated settling her estate was going to be. There were a lot of investments, property in another state, and difficult family relationships that made everything even more stressful. Charlene was an incredible source of support throughout the process. She brought calm, organization, and professionalism to a situation that often felt confusing and emotionally challenging — all with the utmost respect for our loss. Losing my mother was one of the most difficult experiences of my life. I honestly don’t know how I would have gotten through the process without her. I am so grateful for everything she did for me and my family. She gave peace of mind when I needed it most and I would recommend her without hesitation to anyone who needs someone they can truly trust with the complexities of probate or an estate."

Danica K.

"I have worked with Charlene since before she was licensed, when she was still Marilyn’s assistant. We’ve had many cases over the years and the family members are always happy with her assistance. Charlene was trained by one of the best and you can tell. I’ve referred others to her many times, too. You’re in good hands with Charlene on your case!"

Keeley Luhnow, Esq.