Bay Area Fiduciary Services in Los Altos, CA
What is a Fiduciary?
A fiduciary is a person entrusted to act for another’s benefit. The role is one of great trust, integrity, responsibility, and care.
Who can use a Professional Fiduciary?
Many seniors with families choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. And, of course, many family members may lack appropriate skills or have a potential conflict with siblings or other relatives. If a more personalized interaction is desired, a professional fiduciary is a good choice rather than a bank or trust company. Also, children or adults with special needs would benefit from having a professional manage their person and estate.
