Scheduling Your Fiduciary Consultation

Why Choose a CA Licensed Professional Fiduciary?

1. Expertise and Training: CLPFs undergo rigorous training and must meet strict licensing requirements in the state of California. This ensures that they have the necessary knowledge and skills to handle a wide range of fiduciary responsibilities.
2. Impartial and Objective: Professional fiduciaries are bound by a strict code of ethics, requiring them to act impartially and in the best interests of their clients. This commitment to objectivity is crucial in ensuring fair and equitable decision-making.
3. Accountability and Oversight: CLPFs are accountable to regulatory bodies and are subject to oversight to maintain the highest standards of professionalism. This provides an additional layer of protection for clients and their families.

When Might You Need a CA Licensed Professional Fiduciary?

• Estate Planning: To ensure your wishes are carried out efficiently.
• Incapacity: When an individual is unable to manage their affairs due to physical or cognitive limitations.
• Trust Administration: For the effective management and distribution of trust assets.

In times of vulnerability or complexity, a California Licensed Professional Fiduciary can provide invaluable support, offering expertise, compassion, and a commitment to upholding the highest standards of fiduciary care.

If you’re considering professional fiduciary services in California, EEA is here to help. Contact us to discuss your unique needs and how we can provide the professional support you require.

Schedule your initial fiduciary consultation at one of our “satellite offices” below.  We offer in-home or virtual consultations upon request.

Schedule a “Virtual Consultation” Today!

855-463-3286

Fiduciary Consultation