Palm Desert Fiduciary Services
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What is a fiduciary?
California Licensed Professional Fiduciary
Fiduciaries act under the law as a personal representative, advocate and legally responsible party for those individuals who have lost the ability to care for themselves including seniors, minors and the disabled.
The elderly in our community are particularly vulnerable and a fiduciary can see to their physical as well as financial well-being.
Fiduciaries can also act as a Successor Trustee for living or family trusts. A fiduciary can 'step in' when the Trustor of the trust can no longer manage their affairs or has died and the trust needs to be administered.
Sometimes, a durable power of attorney for financial needs or health care might be the best course of action to meet the client's specific needs.
Our Professional Fiduciary Services
We are licensed by the State of California to fulfill the following roles:
- Successor Trustee
- Trustee, Special Needs Trusts
- Durable Power of Attorney for Finance (DPOA)
- Agent, Healthcare (AHCD)
- Court appointed Conservator
- Court appointed Guardian
We tailor our services to meet the needs of the individual client.
Rate:
Our services are provided at the current rate of $165/hour, in 1/10 of an hour increments. (So, if a task takes 5 minutes to complete, the charge is $16.50.) As of 7/01/2023 hourly rate will be $185/hour.
NOTICE TO CONSUMERS Arthur C. Passante, is a Professional Fiduciary (#607) licensed by the Professional Fiduciaries Bureau with the California Department of Consumer Affairs. Telephone: (916) 574-7340 Website www.fiduciary.ca.gov
Palm Desert Fiduciary Services Blog
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760-200-3800
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