San Diego Fiduciary Services
Services – As a San Diego Fiduciary, Donald E. Fischer is often appointed as: Executor of Estate, or appopinted as ‘Trustee’ to a Revocable Trust, Irrevocable Trusts, Special Needs Trust (SNT), executor, administrator, conservator, financial agent, health care agent, court appointed receiver, or mediator. Our fiduciary services are for clients in Southern California from our San Diego offices and throughout Central and Northern California from offices in Fresno.
Services – As a San Diego Fiduciary we are often appointed as: Executor of Estate, or appopinted as ‘Trustee’ to a Revocable Trust, Irrevocable Trusts, or Special Needs Trust (SNT). A Fiduciary is commonly appointed Conservator of the Person, Conservator of the Estate or as a Representative Payee to responsibly dispure SSI benefits.
Licensed Professional Fiduciary by the State of California
As California Licensed Professional Fiduciary we are held accountable to the highest possible standards of personal and financial ethics.
The titles may be different, but every service we provide is centered around trust. As Professional Fiduciaries, we have a fiduciary duty to our clients and their estates. A fiduciary duty is the highest standard of care at law. A Professional Fiduciary must be extremely loyal to the person or party to whom he owes the duty (the “principal“): such that there must be no conflict of duty between fiduciary and principal.
Fiduciary Services May Include:
- Executor of Estate
- Daily Bill Paying and Money Management
- Healthcare Representation
- Agent under a Power of Attorney
- Executor for senior with no spouse or family
- Conservator for those who are mentally or physically incapacitated
There may be many other roles a fiduciary can fulfill.
Executor of Estate
As the Executor of an Estate we act on behalf of that estate. When appointed, we are responsible for finalizing the affairs, paying the debts and taxes, assembling and distributing the remaining assets and/or property to the persons or organizations outlined in the decedent’s estate plan or will. The fiduciary as the Administrator of the Estate is a person appointed to act on behalf of the estate when a person dies without a will or living trust, or when a person dies with a will, but the named executor is unable to execute their duties, declines the appointment as executor, or is removed by the court.
A Trust is a written document that outlines the financial issues or wishes of the individual writing the trust. Each Trust needs a Trustee, and as Trustee we must follow the instructions of the Trust and execute the wishes and guidelines provided within the Trust. As Trustee, we have a duty to execute the directions in that Trust down to the letter. We handle each Trust as a unique document, following the directions as they appear in the Trust.
Most people are familiar with Trusts that are created for estate planning purposes, usually revocable, living trusts. Sometimes irrevocable Trusts are used when called for by the circumstances of your situation. We will serve as Successor Trustee and be ready to step into the role of Trustee when it becomes necessary. Your attorney will recommend the right trust for your particular situation.
One common type of Trust that we often handle are Special Needs Trusts (SNT’s). SNT’s are designed to protect the public benefits of the beneficiary while providing for the special needs of minors, the developmentally disabled and mentally ill. As directed by your trust, we professionally manage, administer, and safeguard the assets held in the trust. We report to the beneficiaries, file tax returns and make distributions per the instructions in the trust. We prepare court accountings and take responsibility for the investment assets.
Conservator of the Person or Durable Powers of Attorney for Health Care
As a Conservator of the Person, we help clients with chronic medical concerns and end of life issues. In addition to dealing with Doctor’s offices and coordinating with Healthcare plans and managers, we can assist with living arrangements and ongoing care monitoring. We will engage in ongoing advocacy on behalf of client insurance matters, obtaining benefits, reviewing policies, and applying for and following through on claims. As Conservator, we will oversee living and medical care needs. We advocate on behalf of our client in their best interest.
Conservator of the Estate
A Conservator is appointed by the probate Court to handle the financial affairs of a person who can no longer do so. As a Conservator of the Estate, we will locate and take control of assets, including opening bank, brokerage and other investment accounts, and managing investments, accessing safe deposit boxes, and dealing with judgments and creditors. We will also maintain accurate, detailed fiduciary records of all transactions and the decision-making process.
A representative payee is a person or an organization appointed by the Social Security Administration to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of his or her benefits. As Representative Payee, our main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs. We also keep records of expenses and provide reports to the Social Security Administration when requested of how the benefits have been used or saved.
Powers of Attorney Agent
A Powers of Attorney (POA) is a signed document outlining Powers an individual would like to give to another individual or entity to carry out the financial responsibility of ones self. Our fiduciaries will carry out the responsibility of acting as the POA. We have acted as the attorney in fact for many individuals with excellent satisfaction. All of our POA’s are bonded as well as the corporation being insured.
Services offered by San Diego Fiduciary Donald E Fischer include being appointed as a trustee, executor, administrator, conservator, financial agent, health care agent, Court Appointed Receiver, or Mediator for clients throughout Southern California from our San Diego CA office.
Contact Professional San Diego Fiduciary Donald E. Fischer
To learn if Donald E. Fischer, M.A. is your choice for: a trustee, executor, conservator, agent to surviving spouse, or other fiduciary service call Donald at (619) 663-9203.
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