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What is a Professional Fiduciary?
Professional Fiduciaries are licensed individuals that honor or execute the instructions in your Trust Document, Will and Powers of Attorney (Finance and Health).
We can also provide financial and healthcare options to assist others throughout different phases of their life. We provide the experience, resources and knowledge to oversee services such as paying bills, liquidating assets, investment management, medical care and housing options among other things.
TRUSTEE = FIDUCIARY
BLACK’S LAW DICTIONARY DEFINITION
A fiduciary is one who owes to another the duties of good faith, loyalty, due care and disclosure;
Someone who must exercise a high standard of care in managing another’s money or property.
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Why We Do What We Do
At US Fiduciary Services our main goal is to honor your final wishes. We strive to earn and keep your trust while we serve the beneficiaries best interests. It is our mission to treat all of our clients like our own family and provide the utmost care, compassion and confidentiality all while acting prudently and accounting for all that we do.
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Who Needs US
We serve seniors, people with mental and physical disabilities and children who do not have a family member with the skills or proximity to manage and protect their money and/or healthcare needs before and/or after they die, also those who do not have the knowledge or ability to manage these affairs themselves.
Take into account your family dynamics when considering hiring a professional trustee. Does everyone get along? What happens when money and grieving are involved? Does your trustee have other obligations? Do they have the expertise and resources available to serve as a trustee? A professional fiduciary lends an unbiased and objective approach to the process. We have a fiduciary duty to carry out the terms of the trust in an objective manner while family members may have a tougher time being objective when it comes to the more difficult decisions involved in administering a trust.
We have significant expertise and resources, including a deep understanding of fiduciary requirements and a network of individuals with the extensive experience and expertise in the necessary areas.
A professional fiduciary will still listen closely to your needs and desires and keep your goals paramount throughout the process.
We understand that choosing a professional for the role of your trustee may be daunting, essentially entrusting another person to carry out your wishes with all that you have worked your whole life for. We are licensed and regulated by the State of California and we must follow a strict code of ethics. One must take courses required by the licensing Bureau, pass a lengthy exam, attend continuing education, have a clean background and be bondable.