Fiduciary Services

Fiduciary Services

Power of Attorney, Trustee, Executor, Administrator, Conservatorship

What Is 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 manage your estate plan to meet your specific needs. We are here to oversee 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 in accordance with your wishes. After death, we will administer your trust or estate as outlined in your estate plan.

How JFCS Can Help

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. 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 a made a challenging period much easier.”

Margaret, Sausalito

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.