Browse through some of our most questions for quick help.
What is a fiduciary?
A fiduciary is a qualified individual that is by law required to act in the best interests of their clients. Our responsibilities range from asset, property and investment portfolio management and our professions may range from financial advisory and estate execution to law and real estate management.
Who do you serve?
We serve any individuals who need help managing their wealth and taking care of their healthcare needs. They could be senior citizens, people living with physical or mental disability, children who do not have family capable of protecting their money or even those with complicated family dynamics.
What can your services do for me?
We may serve as conservators, guardians by court appointment, trustees, agents under power of attorney, representative payees or personal representatives of estates. In all cases, we provide you with the knowledge, skills and resources to take care of your health and wealth so you won’t have to, giving you peace of mind.
Why should I hire a professional fiduciary in California?
There are many instances where hiring a professional fiduciary in California will be the best course of action for you. For example, you can name a fiduciary to manage your finances and oversee your healthcare in case you get incapacitated in the future while you are still of full mental capacity.
A professional fiduciary can also take care of the finances and health of a person of impaired mental capacity if family members agree to appoint one. Such cases, for example may be of an elderly person suffering from dementia or Alzheimer’s.
A private fiduciary may also be needed when children are named co-trustees in the event that an elderly person gets incapacitated disagree over financial issues or health care. In cases of a person with significant financial resources is under undue influence, a private fiduciary may step in to act as an impartial party that makes the necessary decisions in their best interest.
Who governs fiduciaries?
Fiduciaries in California are licensed by the Professional Fiduciaries Bureau and are legally required to follow California Probate Code. These ensure that we are held accountable for every action we take and will face consequences for improper management. Therefore, you can rest assured knowing that we will always work in your best interests.