WHAT IS A FIDUCIARY?
A fiduciary is a person who assumes responsibility for a position of trust.
WHAT DOES A FIDUCIARY DO?
A Fiduciary balances care, compassion and professional advocacy while operating as a surrogate decision maker.
We provide personalized service to cover the client's complete needs & protect their health and welfare. Conducting regular personal visits, 24hr/day phone accessibility, coordinating with loved ones and caregivers to oversee & advocate for our client's total needs.
We partner with other professionals who specialize in specific fields (lawyers, realtors, CPAs, bankers, financial planners, care managers, doctors, etc) to ensure a team approach to care and business affairs.
We protect assets utilizing outside resources to safeguard in the most responsible manner.
WHO OVERSEES A FIDUCIARY?
Professional Licensed Fiduciaries are licensed by the state of California, through the California Department of Consumer Affairs, Professional Fiduciaries Bureau.
Private Fiduciaries are governed by state statutes & regulations.
Each California county has Probate Court as part of its Superior Court system. Courts may appoint a licensed professional fiduciary as a neutral third party to protect vulnerable and incapacitated people from abuse, neglect, and exploitation.
Licensed members must abide by the Professional Fiduciary Code of Ethics.