FIDUCIARY
Service Referral
In the Best Interest of the Beneficiaries
Trust is the foundation of any relationship. A Fiduciary is a legal term for a person who is responsible for someone else's assets. By law, a fiduciary is required to always act in the best interest of the beneficiaries.
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In California, fiduciaries are required to be licensed by the Professional Fiduciaries Bureau under the California Department of Consumer Affairs. Many fiduciaries come from diverse professional backgrounds, including law, accounting, banking, social work, and healthcare. Others are drawn to the field after personally supporting the needs of a family member or loved one.
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The responsibility of a fiduciary is unique, essential, and often noble. Their role goes beyond that of a business manager, decision-maker, or guardian—it’s about forming a nurturing bond based on trust, care, and concern. Fiduciaries help clients and their families navigate challenging transitions, reduce the stress of life’s unexpected events, and, above all, support mental and emotional well-being.
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Comprehensive Fiduciary Services Include:
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Trustee
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Guardian
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Estate Executor
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Daily Bill Paying and Money Management
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Healthcare Representation
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Agent under a Power of Attorney
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Executor for a Senior without Spouse or Family
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Conservator for individuals who are mentally or physically incapacitated
Fiduciaries may also serve in other specialized roles, offering guidance and care to meet each client’s unique needs.
We Work With Fiduciaries
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Partnering with the Best Fiduciaries in
Southern California
Hiring a professional fiduciary is a significant decision. Depending on the services you need, the fiduciary will have access to personal and financial information about you and your family. It’s essential to carefully vet potential candidates to ensure you receive the highest level of service and care.
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The Professional Fiduciaries Bureau, the licensing authority for professional fiduciaries in California, recommends interviewing at least three candidates before making your selection. Taking the time to find the right fit will give you peace of mind, knowing your needs will be managed with professionalism and trust.
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We work with the best fiduciaries in Southern California. If you need assistance and would like a referral, contact us today—we’re here to help you find the perfect match.