In California, fiduciaries are licensed by the state, and must take and pass a rigorous state and national examination after completion of educational courses to meet the state requirements.
California Licensed Professional Fiduciaries must also complete 15 hours of continuing education each and every year-- (more than a lawyer.) They are competent, highly educated individuals who act as a voice on behalf of those vulnerable members of our community such as seniors, minors and those physically or mentally challenged who may no longer be able to care for themselves. We are accountable not only to our client but also to the State of California Fiduciary Bureau and the Superior Court of California.
We are happy to sit down with you for a free, no cost, no obligation meeting so you can ask the questions you have and see if a professional licensed fiduciary can be the solution for your situation. Call us to schedule a convenient meeting in your home or public location.
We live in a very mobile society. Retirees often live hundreds or thousands of mile away from family. Most seniors don't want to burden their families with the headaches of managing a parents financial and health needs. A fiduciary is a local who can oversee your needs and rapidly move if circumstances change. Our focus is always on you, our client.
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