Fiduciary Services

Fiduciary Services

Power of Attorney, Trustee, Executor, Conservatorship

 

Why Do You Need a Professional Fiduciary?

When you’re planning for your future, ensuring peace of mind is a top priority. Managing finances and healthcare decisions, or making decisions on behalf of a loved one, can be challenging and stressful. A Professional Fiduciary—a licensed individual or entity who is entrusted authority on behalf of another person and is bound by fiduciary duty to act for that person’s benefit—can help. Jewish Family and Children’s Services’ team of licensed Fiduciaries, Care Managers, and other professionals can oversee your financial affairs and healthcare needs safely and wisely, to provide you comprehensive support.

Acting in your best interests, we collaborate with financial advisors, lawyers, property managers and tax professionals to work with your estate plan to meet your specific needs. We are here to manage your affairs with care and integrity. If you become unable to manage your healthcare and financial affairs, we will step in to ensure that your decisions are implemented as per your wishes. After death, we will administer your trust or estate in accordance with your estate plan.

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“Thank you for all of your help over the past few years. Your assistance handling my brother’s accounts and bills has provided peace of mind and has a made a challenging period much easier.”

Margaret, Sausalito

How JFCS Can Help

Jewish Family and Children’s Services can assist with your current fiduciary needs. Our services are personalized to meet the specific requirements of your financial and healthcare circumstances.

JFCS may be nominated in your legal estate plan and in other legal documents for your immediate and future fiduciary services, including:

  • Durable Power of Attorney for Finance and Healthcare
  • Trustee or Successor Trustee of Trust
  • Trustee or Successor Trustee for Special Needs Trust
  • Executor or Administrator of Estate
  • Conservator of Person and Estate

Fiduciary services are available in San Francisco, the Peninsula, Marin County, Sonoma County, and the East Bay.

To request a consultation, call us at 415-449-3700 or fill in the form below.

“Thank you so much for your help. The RN that visits my mother weekly has made us feel so comfortable—we are forever grateful.”

Beverly, San Francisco

“I greatly appreciate the excellent care and professional caliber of all personnel, from your office staff to my caregiver. I am always ready to recommend you!”

Douglas, 79, Tiburon

“Thank you so much for the caring and support you’ve given my family and my dad. Everyone that came to our home became family. We appreciate everyone at Seniors At Home so very much!”

Joe, Belmont

“After a very serious surgery, I was given excellent service and, most of all, support. Thank you for being there when I needed it the most.”

Anna, 81, Rohnert Park

“Knowing that there was a team behind the scenes helping us to orchestrate and manage mom’s care was invaluable.”

Amy, Jennifer, and Jessica, San Francisco

“Seniors At Home is a very generous and sensitive organization that provides excellent service.”

Margaret, 85, San Carlos

“Seniors At Home is always my top recommendation when a patient needs home care because of their reliability, consistency, and wide scope of care. Families thank me for referring them to Seniors At Home.”

Mary, Medical Social Worker, San Rafael

Schedule Your Free Consultation

Call us today to get started or fill in the form below. We can also answer any questions you have about aging or senior care.

415.449.3700