What is a Fiduciary: A California Licensed Professional Fiduciary manages the financial or personal affairs of people who, due to disability, age, or choice, cannot or no longer want to manage these matters themselves, especially during life transitions.

Fiduciaries are hired privately, by family, or can be court-appointed, holding power of attorney, acting as trustees or conservators. They also help plan “next steps” for the later chapters in life. Primary responsibilities include managing and securing assets, paying bills, and ensuring that their clients' financial needs and wishes are met.

Fiduciaries work with their network of trusted experts, such as attorneys, financial planners, CPAs, healthcare managers, realtors, etc. They must act in the best interests of their clients and adhere to strict confidentiality and legal and ethical standards.