PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
8 Whatney, Suite 125
The Professional Fiduciary Association of California provides information about professional fiduciaries.
Professional Fiduciary services may include:
- Estate Executor
- Daily Bill Paying and Money Management
- Healthcare Representation
- Agent under a Power of Attorney
- Executor for senior with no spouse or family
- Conservator for those who are mentally or physically incapacitated
There may be many other roles a fiduciary can fulfill.
Professional Fiduciaries are entrusted to provide financial and healthcare options that ensure their client’s dignity and peace of mind. They provide the experience, resources and knowledge to oversee services like paying bills, legal, investment management, medical care, housing, and nutrition, among other things.
Professional Fiduciaries serve seniors, people with mental and physical disabilities and children who do not have a family member with the skills or proximity to manage and protect their money and/or healthcare needs before and/or after they die, and who do not have the knowledge or ability to manage these affairs themselves.
Additionally, they manage Special Needs Trusts for developmentally and mentally disabled individuals and are also guardians of children.
For people with potentially difficult family dynamics, a Professional Fiduciary can serve as an independent third party to keep their clients safe and to protect their assets.
Questions to ask when hiring a fiduciary: https://pfac-pro.org/wp-content/uploads/2018/05/Questions-to-Ask-When-Hiring-a-Fiduciary.pdf