FAQs
Feel free to contact us with any specific questions or concerns!
What is a professional fiduciary?
A fiduciary is a person or organization that is legally and ethically obligated to act in the best interests of another party—often in financial and personal matters. This includes roles like trustees, executors, administrators, conservators, and agents under a power of attorney. Professional Fiduciaries are licensed by the State of California and are bound to a strict code of ethics.
A fiduciary can be designated as a payee by agencies such as the Veterans Administration and Social Security Administration.
Who needs a fiduciary?
Seniors, individuals with disabilities, frequent travelers, and busy professionals often rely on fiduciaries for bill paying, budgeting, and financial oversight. Families also turn to fiduciaries for help with trust administration, estate matters, or supporting loved ones with dementia, mental illness, or addiction. Even small business owners benefit from fiduciaries who can handle back-office operations so they can focus on growing their business.
Do you work with attorneys or other professionals?
Yes. We regularly coordinate with attorneys, CPAs, financial advisors, and care managers to deliver comprehensive support and ensure all aspects of a client’s needs are met.