A fiduciary is an individual in whom the utmost trust and confidence are placed to act for another person's benefit and to manage and protect their well-being and their assets. Commonly known types of fiduciaries are Trustees, Executors, Conservators and Guardians. Senior adults, and persons with mental or physical disabilities, often need someone to act on their behalf and to assist them with making certain decisions relating to appropriate living arrangements, personal and healthcare needs, finances and other important life events. A fiduciary can help with those decisions and many other matters including: managing an estate, finding the best living arrangements and caregivers, ensuring proper safety and health care, financial budgeting, bill paying, letting loved ones know how you are doing well, and much more.
Almost everyone will need a fiduciary at some point.
Our fiduciaries are different than other private fiduciaries.
First, our business model enables us to offer you the services of a fiduciary who is familiar with you and your family for as long as you need one, so you do not have to worry about successors that may be unknown or impersonal. Second, our fiduciaries are also attorneys, and their legal education and training allows them to fully understand their fiduciary duties and to act in the utmost trustworthy, ethical and professional manner for your benefit. Third, our fiduciaries offer a wide range of services, and manage all of your or your loved one's needs and related services in one place, to save you time and worry. Please continue reviewing our website to learn more about these services. Our fiduciaries provide a wide range of services and referrals to other professionals to meet all of your needs. If you do not see a service that you need, please ask and we will help you however we can.
WHO NEEDS A PROFESSIONAL FIDUCIARY?
Professional fiduciaries can take on many different roles
Individuals at any age who are not able to manage their own affairs, needs, and finances
Whether from injury, illness or age, there comes a time in some people’s lives where they are no longer capable of managing their own needs. If you or your family members have concerns about your loved one’s ability to take care of themselves, you do not have to bear the heavy responsibility of doing so yourself. As Professional Fiduciaries, we can be appointed as part of an Estate Plan to act for you when you are unable to do so for yourself. If no documented plan exists, we act as Court-appointed Conservators, Trustees and Guardians to manage your loved ones' needs and/or their finances.
Seniors on their own who need assistance
It is said that there are 26,000 “orphan” seniors in San Diego alone, which means that they do not have any family to assist them with their ongoing and growing needs. Even when seniors do have family, they may not live nearby and/or are fully committed to their work, children, and home responsibilities. It may be a significant burden to take on the responsibility of assisting our loved ones. Further, many family members would not be a good choice for certain responsibilities due to the lack of appropriate skills, or the potential for conflict with siblings or other relatives. For these reasons, many seniors choose to work with a Professional Fiduciary. At Professional Fiduciaries of San Diego, Inc., we provide many services to seniors from assistance with care management, bill paying, health advocacy, suitable living arrangements, and more. Please contact us to discuss your needs and how we can help you.
The Importance of Having An Estate Plan
To make sure that your wishes are respected, both in life and after death, it is important to have properly-drafted and legally-compliant documentation of your estate and financial plans and your wishes and bequests. We provide services under Wills, Trusts of all kinds (including Spendthrift Trusts and Special Needs Trusts), Powers of Attorney and Health Care Directives, and any other estate planning documents. We act as Trustees, Trust Protectors, Personal Representatives, Executors, and Health Care Agents for you or your loved ones.
CONTACT INFORMATION
6336 Greenwich Drive, Suite C
San Diego, CA 92122
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