Questions and Answers

Q: What does the fiduciary do? A: Fiduciary, by definition, means “position of trust”. A fiduciary is your partner, advocate, personal manager, and guardian, as needed. The fiduciary assists the client, or steps into the shoes of the client as directed, in making...

Why choose a professional fiduciary?

A fiduciary is entrusted to manage financial and/or healthcare affairs for another. Financial affairs often include management of cash in bank accounts, securities in investment portfolios, retirement funds, real estate, rentals, timber or ranch land, and business...

Fiduciary Services

See a complete list of our services Trust Services Lisa and Matt both hold post-baccalaureate certificates in Professional Fiduciary Management for Trustees from California State University Fullerton, and serve independently as trustee, successor trustee, and trust...

Agent for Healthcare

See a complete list of our services Conservator Lisa and Matt also both hold post-baccalaureate certificates in Professional Fiduciary Management for Conservators from California State University Fullerton. They serve as conservator of the of the person (medical and...