Navigating the court conservatorship process can be overwhelming, but Professional Fiduciary East Bay is here to help. With years of experience, Helen, our dedicated fiduciary, brings both expertise and compassion to ensure a seamless conservatorship experience.
Conservatorship of the Person: Helen takes on critical responsibilities that directly impact the well-being of the conservatee. She arranges appropriate living accommodations, ensuring that the environment is safe, comfortable, and suited to the conservatee’s needs. Maintaining the home in a clean and orderly fashion is essential for the conservatee's health and overall quality of life. Helen also ensures that the conservatee's daily needs—such as nutrition, hygiene, and medical care—are consistently met, which is vital for their physical and emotional well-being. Adequate supervision is provided to safeguard the conservatee from harm and to offer peace of mind to their loved ones. Finally, Helen ensures that the conservatee has the right amount of stimulation, which is crucial for maintaining cognitive function, emotional health, and overall engagement with life.
Conservatorship of the Estate: Helen takes on crucial responsibilities to ensure the estate is managed effectively and in the best interests of the conservatee. She begins by marshaling estate assets, securing and organizing them to protect the conservatee's financial interests. Dealing with estate creditors is essential to prevent any financial liabilities from escalating, while paying monthly expenses ensures that all ongoing obligations are met on time. Helen meticulously records all income and manages the investment of estate assets, aiming to grow and preserve the estate’s value. Maintaining accurate estate books is vital for transparency and accountability, and filing an annual accounting ensures that all financial activities are documented and reported, providing a clear overview of the estate's status.
Communication is at the heart of our approach. Helen ensures that everyone stays informed and involved at every step. By choosing Professional Fiduciary East Bay, you're not just getting expert guidance; you're receiving genuine care and empathy. We prioritize the well-being of all parties, treating everyone with respect and consideration.
Let’s work together to handle your needs with confidence and care. Reach out today to get started!
Conservatorship of the Person: Helen takes on critical responsibilities that directly impact the well-being of the conservatee. She arranges appropriate living accommodations, ensuring that the environment is safe, comfortable, and suited to the conservatee’s needs. Maintaining the home in a clean and orderly fashion is essential for the conservatee's health and overall quality of life. Helen also ensures that the conservatee's daily needs—such as nutrition, hygiene, and medical care—are consistently met, which is vital for their physical and emotional well-being. Adequate supervision is provided to safeguard the conservatee from harm and to offer peace of mind to their loved ones. Finally, Helen ensures that the conservatee has the right amount of stimulation, which is crucial for maintaining cognitive function, emotional health, and overall engagement with life.
Conservatorship of the Estate: Helen takes on crucial responsibilities to ensure the estate is managed effectively and in the best interests of the conservatee. She begins by marshaling estate assets, securing and organizing them to protect the conservatee's financial interests. Dealing with estate creditors is essential to prevent any financial liabilities from escalating, while paying monthly expenses ensures that all ongoing obligations are met on time. Helen meticulously records all income and manages the investment of estate assets, aiming to grow and preserve the estate’s value. Maintaining accurate estate books is vital for transparency and accountability, and filing an annual accounting ensures that all financial activities are documented and reported, providing a clear overview of the estate's status.
Communication is at the heart of our approach. Helen ensures that everyone stays informed and involved at every step. By choosing Professional Fiduciary East Bay, you're not just getting expert guidance; you're receiving genuine care and empathy. We prioritize the well-being of all parties, treating everyone with respect and consideration.
Let’s work together to handle your needs with confidence and care. Reach out today to get started!
Conservatorship Fees
The conservatorship process is overseen by the Superior Court of California and fees are set by the county in which the action is filed. Professional Fiduciary as conservator must obtain Court approval before fees paid from the conservatee funds.
Get In Touch
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CONTACT
(510) 940-8399 [email protected] MAILING ADDRESS 1090 "B" Street, PMB 170 Hayward, CA 94541 |
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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.