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Private Professional
Fiduciary Services
What is a Fiduciary?
A fiduciary is a person who assumes responsibility for a position of trust.
A California Licensed Professional Fiduciary (CLPF) may serve by court appointment as guardians, conservators and personal representatives of estates. CLPFs also serve by agreement as trustees, representative payees or as agents under powers of attorney and healthcare directives.
Why you might need a Professional Fiduciary:
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Do you have a trust? Does your successor trustee have the time and desire to protect your assets and administer your trust?
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Were you named executor of an estate but feel overwhelmed?
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Do you have a trustee who is willing to to make medical decisions on your behalf if you become incapacitated?
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Are you concerned about your estate distribution because you have no nearby family - or are your family members unable to handle the task?
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Do you need someone to administer a trust for a minor child or an incapacitated adult?
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Are there family members or friends unable to care for themselves and there is no one to help?
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Need help paying bills, managing investments, and handling rental properties?
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Are you an attorney or financial adviser with clients who need help like this?
I can help.
Dru Parker
California Licensed
Professional Fiduciary #969
Parker Fiduciary Services offers:
Trust Administration
Decedent Estate Administration
Durable Power of Attorney Agency
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Advanced Health Care Directive Agency
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Representative Payee
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