professional fiduciaries of san diego, inc.

A fiduciary is an individual in whom you have placed the utmost trust and confidence to act for your benefit and to manage and protect you and your assets. A fiduciary can act as a Trustee, Executor, Conservator, Guardian, Personal Representative; health care agent who makes decisions when you are not able to do so; and a power of attorney. A fiduciary can also help you with many things, including managing your estate and/or your caregivers; finding the best living and care situation for your current needs; financial budgeting and bill paying. We are different than other private fiduciaries: First, while most fiduciaries are solo practitioners who can only act for a limited time, our business model enables us to offer you a fiduciary forever, so you do not have to worry about appointing a successor. Second, our fiduciaries are also attorneys, and their legal education and training enables them to fully understand their fiduciary duties and to act in the utmost trustworthy, ethical and professional manner for your benefit. Third, while other businesses may offer some of the same services as we do, none offer all services in one place.