Professional Fiduciary Services
Dignity & Confidentiality
Why do you need a professional fiduciary?
Professional fiduciaries provide critical services to seniors, persons with disabilities, and children. When those issues like aging, memory loss, illness, and physical limitations happen to a loved one or friend, your relatives and/or friends may not always be able to help. It might be distance, work schedules, physical limitations, or other commitments that prevents the type of involvement and attention your relatives would like to give, but most commonly it is a disagreement between family.
Our Services
Trust Administration
Management of trust property according to the trust document's terms and for the benefit of the beneficiaries after the settlor's death.
Estate Administration
A fiduciary who is court-appointed or hired privately to act as a personal representative and manages a decedent’s estate.
Guardianships
A California court proceeding in which a judge appoints someone to care for a person under 18 years of age, to manage his or her property or both.
Power of Attorney
A written document in which a person (the principal) authorizes someone else (the agent) to act for the principal. A general Power of Attorney authorizes the agent to manage all of the principal's affairs.
Executor
A person names in a will to carry out the will's directions and requests after the death of the person who signed the will. The executor's main responsibility are collecting and managing the testator's estate, paying his or her debts and distributing the remaining money and property.
Conservatorships
A person or organization appointed by a judge to arrange for a conservatee's personal care, to manage the conservatee's finances, or both.
