2977 Ygnacio Valley RoadSuite 431Walnut Creek, CA 94598ph: 925-465-5500fax: 925-932-3805Info@CaliforniaSeniorConnection.com
What is a Fiduciary?
A fiduciary is a person who assumes responsibility for a position of trust.A Professional Fiduciary Serves in Many Capacities, Including:
Trustee of a Special Needs or Living Trust as set forth in a legally executed Trust document
Attorney-in-fact as set forth in a legally executed Power of Attorney document
Healthcare Agent under as set forth in a legally executed Advanced Healthcare Directive
Conservator/Guardian to handle an individual's estate and/or person as appointed through the Probate Court in the county where the client resides
Personal Representative as Executor or Administrator of a decedent's estate as appointed through the Probate Court in the County where the client resides
Social Security Administration Rep Payee as designated by the Social Security Administration or other retirement plans of the client
Founded in 2008, California Senior Connection is a women-owned enterprise dedicated to assisting Seniors and those with Special Needs.
We would be glad to answer any questions you may have about obtaining a Licensed Private Fiduciary for you or a family member.
Please call at (925) 465-5500 or email at Info@CaliforniaSeniorConnection.com
We look forward to hearing from you.
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