Our fiduciary program services work to ensure that our client’s daily and long-term financial obligations are met. In addition to providing day-to-day financial support—managing bill payments, tax preparation, balancing checkbooks—we strive to protect our clients and their families from financial exploitation and abuse. A licensed and registered fiduciary with the State of California’s Department of Consumer Affairs Professional Fiduciaries Bureau, we act as a reliable and impartial executor, trustee or successor trustee when you or a loved one is no longer able or willing to manage their financial affairs. Our fiduciary services are strictly confidential. Our services are bonded and insured. Clients receive financial assistance visits where it’s most convenient–at home, in assisted living facilities or hospital settings.