What is a California Licensed Fiduciary?

Professional fiduciaries provide critical services to seniors, persons with disabilities, and children when no one can. They manage matters for clients, including daily care, housing, and medical needs, and also offer financial management services ranging from basic bill paying to managing the whole estate and assets. They can be named and act as the Trustee, Agent Under Durable Power of Attorney, Administrator, Executor of the Will, Guardian of person, Conservator of the Estate, and Person.

 Legally, a fiduciary has been placed in the utmost confidence to manage and protect the client's personal affairs, property, or assets and to help ensure their mental and physical well-being. 

Today, with specialized training, ongoing education, and expert resources, a Professional Fiduciary is someone you, your loved ones, the courts, and other professionals entrust to safeguard your interests and desired quality of life.