Professional Fiduciary East Bay is a licensed fiduciary business
specializing in managing probate, trust, and conservatorship estates.
|
In Times of UncertaintyWe’ve all heard stories about families unraveling when a loved one becomes incapacitated or passes away. The stress can bring out underlying tensions, turning a once calm and put-together family into a source of conflict and dysfunction.
By hiring a professional fiduciary, you ensure that your family avoids these pitfalls. A fiduciary brings expertise, neutrality, and a focus on the best interests of all involved, helping your family navigate difficult situations with grace and unity. |
Why Choose Professional Fiduciary East Bay?
|
If you need assistance with your activities of daily living, Professional Fiduciary East Bay can help with medical decisions and personal care as your agent under a Advance Health Care Directive or as a Conservator of your person. |
If you want to ensure your real and personal property is transferred to your designated beneficiaries, Professional Fiduciary East Bay can serve as your Trustee now and/or after your death. |
If a friend or loved one passed away with or without an estate plan, Professional Fiduciary East Bay can serve as the personal representative and guide the estate through probate process. |
Relationship based on Truth, Integrity and Trust
Professional Fiduciaries follow a code of ethics, prioritize confidentiality, avoid conflicts of interest, and manage clients' estates with trust and transparency. Professional Fiduciary East Bay offers support in financial matters during incapacity, serving as a representative under a Power of Attorney for finances or as a Conservator of the Estate.
|
|
A fiduciary is legally bound to act in your best interest. In California, professional fiduciaries play a crucial role in managing the well-being and finances of individuals, seniors, and those with disabilities. Since 2006, the California Professional Fiduciary Bureau has ensured that non-family fiduciaries meet the highest standards of care and integrity.
|
|
|
Being a fiduciary means being entrusted with significant responsibilities. We're here to manage your assets with care, loyalty, and honesty. We keep accurate records, communicate openly, and always make decisions in your best interest. Our role is to protect and support those who rely on us, ensuring your well-being is always our top priority.
|
|
|
Licensed fiduciaries undergo rigorous training to ensure they meet high standards. This includes 30 hours of education, a cultural competency exam, and 15 hours of annual continuing education. These requirements underscore the importance of our role in protecting the lives and assets of vulnerable individuals. We're committed to excellence, ensuring we're always prepared to serve you effectively.
|
Get In Touch
|
CONTACT
(510) 940-8399 (office) (510) 290-0094 (cell) [email protected] MAILING ADDRESS 1090 "B" Street, PMB 170 Hayward, CA 94541 |
|
|
|
In California, a professional fiduciary license is required if someone is appointed as:
- Trustee of three or more trusts or powers of attorney, or
- Conservator for two or more individuals, or
- Executor for two or more probates.
For more detailed information, refer to the
California Professional Fiduciary Bureau's official website at www.fiduciary.ca.gov.
California Professional Fiduciary Bureau's official website at www.fiduciary.ca.gov.