Care, money and paperwork, in steady hands.
What a professional fiduciary does, in plain language.
Prefer to talk it through? Call the business office at 844.211.3151, Monday to Friday, 9:00 am to 5:30 pm.
As much a calling as a career
A fiduciary is someone you, your loved ones, the courts and other professionals trust to protect a person's affairs and help keep them well.
Many come to the work from careers as attorneys, CPAs, bankers, social workers or healthcare providers. Many first cared for a family member of their own.
The roles, one by one
Open any role to read what it means for you and your family.
Trustee
Manages what is held in a trust and follows the trust's own instructions, for the people it was set up to benefit.
Conservator
Appointed by a court to look after an adult who can no longer fully manage their own care, money, or both.
Guardian
Appointed by a court to look after a child's well-being or property when the parents can't.
Executor
Settles an estate after a death: gathers what the person owned, pays final bills and passes on the rest as the will says.
Agent under a power of attorney
Acts for someone, within the powers that person signed over, while they are still living.
Daily bill paying and money management
Pays the bills, watches the accounts and keeps clear records, so nothing is missed and the family can see where the money goes.
Healthcare representative
Speaks with doctors and care teams and makes the decisions the person has authorized.
“In California, every professional fiduciary must be licensed.”
Professional Fiduciaries Bureau, California Department of Consumer Affairs
Find the right fiduciary for your family.
Search the member directory, or call the business office at 844.211.3151.
Find a fiduciaryPrefer to talk it through? Call the business office at 844.211.3151, Monday to Friday, 9:00 am to 5:30 pm.