Fiduciary Services
Power of Attorney, Trustee, Executor, Conservatorship
Why Do You Need 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 work with your estate plan to meet your specific needs. We are here to manage 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 as per your wishes. After death, we will administer your trust or estate in accordance with your estate plan.
How JFCS Can Help
Jewish Family and Children’s Services can assist with your current fiduciary needs. Our 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, including:
- Durable Power of Attorney for Finance and Healthcare
- Trustee or Successor Trustee of Trust
- Trustee or Successor Trustee for Special Needs Trust
- Executor or Administrator of Estate
- Conservator of Person and Estate
Fiduciary services are available in San Francisco, the Peninsula, Marin County, Sonoma County, and the East Bay.
To learn more about our fiduciary services program, call us at 415-449-3700 or fill out this form.
“Thank you for all of your help over the past few years. Your assistance handling my brother’s accounts and bills has provided peace of mind and has a made a challenging period much easier.”
—Margaret, Sausalito
Visit JFCS’ Seniors At Home website to learn more about expert home care and senior care services >
