By definition, a fiduciary is a person to whom property or power is entrusted for the benefit of another. In the state of California, private professional fiduciaries are licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs, enabling us to act on behalf of multiple persons not related to us for a fee. In practice, we most often serve as trustees, probate estate administrators and conservators of the estate and person. Acting in these positions, the responsibilities we undertake are tremendous because of the considerable trust that others place in us to manage and optimize their financial assets, protect their health, safety and quality of life, and ensure that their end-of-life wishes are respected and properly fulfilled. The PMF team has established a position of prominence in the southern California trust and estate community by demonstrating—day in and day out—our abiding commitment to honor the trust others place in us, and by performing our fiduciary duties in a manner that’s professional, competent, savvy, responsive and fundamentally fair to those who offer us their trust. See our fee schedule.
