Founded in 2008, CSC Fiduciaries is a women-owned enterprise dedicated to assisting seniors and those with special needs. We serve in various fiduciary capacities, namely as trustee, conservator, power of attorney, and healthcare agent. We also offer stand-alone services, such as bill pay and care management. We mean it when we say, we manage your affairs, so you don’t have to!

What is a Fiduciary?

A fiduciary is a person who assumes responsibility for a position of trust.

A Professional Fiduciary Serves in Many Capacities, Including:

  • Trustee

    Trustee of a Special Needs or Living Trust as set forth in a legally executed Trust document

  • Attorney-in-fact

    Attorney-in-fact as set forth in a legally executed Power of Attorney document

  • Healthcare Agent

    Healthcare Agent under as set forth in a legally executed Advanced Healthcare Directive

  • Conservator

    Conservator/Guardian to handle an individual’s estate and/or person as appointed through the Probate Court in the county where the client resides

  • Personal Representative

    Personal Representative as Executor or Administrator of a decedent’s estate as appointed through the Probate Court in the County where the client resides

  • Social Security Rep Payee

    Social Security Administration Rep Payee as designated by the Social Security Administration or other retirement plans of the client

Our Business

Founded in 2008 and originally known as California Senior Connection, CSC Fiduciaries, Inc. is a women-owned enterprise dedicated to assisting Seniors and those with Special Needs.

Our Vision

CSC Fiduciaries Inc. strives to deliver the highest quality of service for our clients, allowing peace of mind for loved ones.

Our Mission

CSC Fiduciaries, Inc.’s mission is to serve our clients with dignity and respect who may need assistance in their life’s journey.