A Private Professional Fiduciary is a broad term: A Fiduciary can act as a trustee, administrator of an estate, or as Conservator of the Person and/or the Estate. A Fiduciary can also serve as Power of Attorney for Finance and/or Health Care, act as case manager and pay bills.
A California Licensed Professional Fiduciary can be appointed if someone does not have family and friends living nearby, there is conflict in the family, or if they themselves know they want to hire a professional to help with their affairs. This is particularly true when someone may not be comfortable having family or friends involved in their finances.
While the tasks seem straight forward, a non-professional can get easily frustrated since the work is very time consuming and stressful. As a California Licensed Professional Fiduciary, Deni will be able to administer your estate when you are unable.