Why Hire A Fiduciary?

Most people assume that their family or close friends will take over for them when they can no longer manage their affairs because, who else are they going to trust?

´╗┐Professional Fiduciaries have had specific training in handling trusts and estates and have passed a licensing exam through the Professional Fiduciary Bureau (www.Fiduciary.ca.gov). Professional Fiduciaries are governed by state statute. Each California County has Probate Court as part of its Superior Court system. Courts may appoint a Professional Fiduciary as a neutral third party to protect vulnerable and incapacited people from abuse, neglect and exploitation.

Professional Fiduciaries may also become members of the Professional Fiduciary Association of California (PFAC). Members must abide by the PFAC Code of Ethics and subscribe to ensuring the highest standards of ethics and practice. Additional continuing education credits are required by PFAC on top of the credits necessary to keep your License active as mandated by the Professional Fiduciary Bureau.

Using a Professional Fiduciary who is also a member of PFAC raises the bar for continuing education and offers support to carry out our mission to be dedicated to serving and protecting the best interests of those who have placed their trust in us.

We Can Assist You With:


Safegarding assets

Maximizing your assets

Daily Money Management

Healthcare Advocacy

Real Property Management

Financial Accounting

Correspondence

Inventory and Appraisal

Filing your tax returns

Employing Appropriate Professionals

Deciding which documents to keep

Fiing and Shredding Documents

Follow-Through

Decision Making

Treating beneficiaries equally

Fulfilling Specific Trust Provisions

Negotiating Agreements

Selling Real Estate