Health & Welfare Specialization
We professionally coordinate services, care, placement changes, and support,
for a person with any ability, through all life transitions.
Specialized Fiduciary Services
How to Spot a Good Fiduciary
A good fiduciary:
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Adheres to the highest professional standards and ethical principles defined by the state of California Professional Fiduciaries Act, and the Professional Fiduciary Association of California.
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Treats the client with dignity.
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Involves the client in all decision-making, to the greatest extent possible.
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Maximizes self-reliance and independence of the client.
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Respects that the money and property being managed belong to the client.