Why Hire A Fiduciary?
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:
Maximizing your assets
Daily Money Management
Real Property Management
Inventory and Appraisal
Filing your tax returns
Employing Appropriate Professionals
Deciding which documents to keep
Filing and Shredding Documents
Treating beneficiaries equally
Fulfilling Specific Trust Provisions
Selling Real Estate