SoCal Private Fiduciary

Individual & Family Services - Los Angeles, California, United States

SoCal Private Fiduciary Details

SoCal Private Fiduciary® is an independent private professional fiduciary (PPF) centrally located on Pershing Square in Downtown Los Angeles, just four blocks from the Stanley Mosk Courthouse. Our professional fiduciary services are tailored appropriately so that you receive the kind of attention and handling that best align with your particular situation. To do this, we'll perform an initial assessment to gain an in-depth understanding of your needs and conditions. Then we'll create a plan that addresses your goals and share it with you, so you'll know what to expect. With your approval (and the court's approval, if needed), we'll implement the plan and give you continual feedback about status until completed.A fiduciary is someone in whom property and/or powers are entrusted for the benefit of another, and can include almost anyone in a high position of trust who provides personal or business services to others. While some states differ in their role names and definitions, generally a fiduciary relationship occurs when an individual acts as a Trustee or Trust Administrator, Executor or Estate Administrator, Conservator of an Estate, Conservator of a Person, Guardian of a Minor, as well as other similar roles of high trust for the benefit of another person, like an attorney or doctor.A Private Professional Fiduciary manages personal matters for clients such as administration of trusts and estates, and also conservatorships dealing with daily care, housing, medical and financial needs, as well as case manager, representative payee, and bill payment manager. A Private Professional Fiduciary also handles important business matters for which a company does not have the needed staff or expertise to perform, and urgency may be an issue. Services may be rendered in areas in which the fiduciary has specialized training and experience, for example: project and program management of technology and operations, as well as receiverships and bankruptcy administration.

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Employees: 0
HQ: +1 213-221-5038
Location: Los Angeles, California, United States
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