What is a Fiduciary

Fiduciary Southern CaliforniaA “Professional Fiduciary” is someone who accepts responsibility for taking care of the personal and/or financial needs of a person that is unable to do so for themselves. Trust is a crucial element when the person receiving the services is vulnerable, frail and incapacitated. A “Professional Fiduciary” is not a caregiver, but manages and oversees the care being provided.

A “Professional Fiduciary” is certified by the state(s); State and Federal law govern the professional fiduciaries. Services are provided for an hourly fee. Each Fiduciary has their own fee schedule which will be provided to a potential client.

For more info or to talk directly to a fiduciary, click here.

Want more info on a fiduciary’s responsibilities?

  • A fiduciary is someone who has undertaken to act for and on behalf of another person.
  • A fiduciary is chosen to protect and manage the personal care or the finances, or both, of someone who is unable to do so for themselves
  • A fiduciary is expected to be extremely loyal to the person to whom she/he owes the duty (the principal or client)
  • A fiduciary is licensed by the State
TYPES OF  FIDUCIARY SERVICES PROVIDED
  • Conservatorship of the Person and/or Estate - Court Appointment
 Day to day care of the client which includes, but not limited to
      • Physical Health
      • Food
      • Clothing
      • Shelter
      • Safety
      • Comfort
      • Recreation 
  • Managing Finances
      • Protect income and assests
      • Pay bills
      • Invest money
      • File tax returns
  • Trust Administration Services
      • Manage, protect  and invest assets

Why you need the services of a  Fiduciary

  • Professional
  • Expert in overseeing and managing matters/affairs
  • Neutral person for family conflict
  • State & Federal law govern the Professional Fiduciary

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