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Fiduciary Services

Services

Fiduciary Services

Power of Attorney, Trustee, Executor, Administrator, Conservatorship


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.

What Is a Professional Fiduciary?

A Professional Fiduciary is 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.

How JFCS 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 manage your estate plan to meet your specific needs. If you become unable to manage your healthcare and financial affairs, we will step in to ensure that your decisions are implemented in accordance with your wishes. After death, we will administer your trust or estate as outlined in your estate plan.

Our experts can help by serving as:

  • Trustee, Administrator, and Executor of Estate
  • Durable Power of Attorney for Finance and Healthcare
  • Conservator of Person and Estate
  • Special Needs Trustee in conjunction with JFCS’ Disability Department

When serving as Trustee, Administrator, Executor, Power of Attorney, or Conservator, we can:

  • Work with professionals to oversee your real property, investments, and tax issues
  • Manage bill paying, budgeting, organization, and planning
  • Coordinate health insurance, benefits, and medical claims

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

Margaret, Sausalito
REQUEST A CONSULTATION

JFCS’ 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.

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 contact us online.

Award-Winning Care

  • “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
  • “Seniors At Home is a very generous and sensitive organization that provides excellent service.”
    Margaret, 85, San Carlos
  • “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
  • “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
  • “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
  • “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 your help. The RN that visits my mother weekly has made us feel so comfortable—we are forever grateful.”
    Beverly, San Francisco

Schedule a Consultation with One of Our Experts

Call us today to get started or contact us online. We are happy to answer any questions you have about aging or senior care.

415-449-3700
CONTACT US
Seniors At Home proudly serves the Greater Bay Area—San Francisco, the Peninsula, Marin and Sonoma Counties
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©️2025 Seniors At Home is a division of JFCS. HHA License 220000378. Jewish Family and Children’s Services is a 501(c)(3) nonprofit under EIN: 94-1156528. All donations are tax deductible.