FREQUENTLY

         ASKED QUESTIONS

 

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.

http://www.fiduciary.ca.gov  or (916) 574-7340