Exceeding expectations, one client at a time.
Services Include:
Conservator of the Estate
Conservator of the Person
Power of Attorney
Estate Administration
Probate Administration
Trust Management
Household Organization
Finance Management
Property and Asset Management
Care Coordination
What is a Fiduciary?
Known as a personal representative, trustee, guardian, conservator, attorney-in-fact under power of attorney, or custodian, these professionals serve the role of fulfilling a “fiduciary duty” to another person under the Probate Code.
“Fiduciary Duty” is defined as acting for the benefit of another, while reserving one’s personal interests over that of the identified beneficiary, conservatee or principal under power of attorney.
In today’s fast paced world, rife with intricate schemes targeting the most vulnerable, fiduciaries often assist in ensuring the safety of the individuals they serve through education and mitigation surrounding technology use, and incorporating full scope bio-psycho-social care planning into standard economic management.
Founded by a public servant with a background in financial crimes remediation, serving as a fiduciary is the culmination of years of professional dedication to caring for those in need, with a particular eye for the challenges faced within the community of those most vulnerable.
The Road Ahead
As you embark on the next level of care, a Professional Fiduciary is often a more personalized choice over a bank or trust company. Learn why.
Nobody cares how much you know, until they know how much you care.
— Theodore Roosevelt