Charmane S. Johnson-Holmes

Charmane S. Johnson-Holmes, California Licensed Professional Fiduciary, National Certified Guardian, Professional Mediator

417 W. Foothill Blvd, Ste 133, Glendora, CA 91741
Phone: 626-392-1409
Fax: 626-334-1617
Email: CJHOLMES@EARTHLINK.NET

A "Professional Fiduciary" is someone who accepts responsibility for taking care of the personal and/or financial needs of a person that is unable to do so for themselves. Trust is a crucial element when the person receiving the services is vulnerable, frail and incapacitated. A "Professional Fiduciary" is not a caregiver, but manages and oversees the care being provided.
A "Professional Fiduciary" is certified by the state(s); State and Federal law govern the professional fiduciaries. Services are provided for an hourly fee. Each Fiduciary has their own fee schedule which will be provided to a potential client.

Dedication

My commitment and work in this field is dedicated to my mother, Maggie Lee Clark who lives with dementia daily and to all those that are challenged with capacity issues.

Friday, February 25, 2011

What is a Fiduciary?

  • 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
Why you need the services of a  Fiduciary
  • 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



Fees









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