- A fiduciary is someone who has undertaken to act for and on behalf of another person
- A fiduciary is chosen to protect and manage the personal care or the finances, or both, of someone who is unable to do so for themselves
- A fiduciary is expected to be extremely loyal to the person to whom she/he owes the duty (the principal or client)
- A fiduciary is licensed by the State
TYPES OF FIDUCIARY SERVICES WE PROVIDE
- Conservatorship of the Person and/or Estate - Court Appointment
Day to day care of the client which includes, but not limited to
- Physical Health
- Food
- Clothing
- Shelter
- Safety
- Comfort
- Recreation
- Managing Finances
- Protect income and assests
- Pay bills
- Invest money
- File tax returns
- Trust Administration Services
- Manage, protect and invest assets
- Professional
- Expert in overseeing and managing matters/affairs
- Neutral person for family conflict
- State & Federal law govern the Professional Fiduciary
FOR MORE INFORMATION SEND US A EMAIL: CJHOLMES@EARTHLINK.NET or call 626-392-1409
Also, Mediation Services available