Specialties
A fiduciary is a non-family member, who assumes responsibility for a position of trust over a person and/or a person's estate. The title "professional fiduciary" is used to refer to someone who is acting as a conservator for the elderly or a disabled person, guardian, executor of a will, trustee, and an agent for a power of attorney. Often times we are called in to assist when there is no family available or able to take on the necessary responsibilities of managing a person, estate or to make important health care-related decisions.
Because we may be hired to make medical decisions on your behalf and/or manage your finances, there are many requirements we must meet prior to assisting you, which a friend or neighbor would not be asked to do, such as
1. Become licensed by the state of California, as regulated by state and federal laws;
2. Follow the Professional Fiduciary's Code of Ethics and Stardards of Practice;
3. Comply with the court's requirements, local rules, and state and federal laws.
History
Established in 2016.
I was licensed in 2016 and I've been actively taking new clients in the areas of trust administrations, Special Needs Trust administrations, conservatorships, probate administrators and agent for Powers of Attorney.
I offer free consultations to see if my services will be a good fit for your family.
Meet the Business Owner: Shannon D.
I'm a native of Sacramento and graduated from CSUS. I'm married and have two young daughters. Prior to becoming a professional fiduciary, I worked in the legal industry for 13 years. When my father became ill, and I took on the role of caretaker, I discovered how little I knew about the needs of the sick and elderly. The complexities of managing health care, insurance, Medicare benefits, and assisting with day to day living, while caring for my own family and career, were overwhelming. Almost overnight, I became the "parent" to my parent. Without any experience in this area, I had to do my own research and gather information along the way. It was a slow and frustrating process, exacerbated by stress and conflicts among family members about treatment plans. I want to use the experience and knowledge I gained through the process of caring for my father to help other families.
