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Heeding the Call - The Story of California Professional Fiduciaries

  • Writer: AD Fiduciary
    AD Fiduciary
  • Jun 7, 2021
  • 1 min read

This is a great tool to help people understand what a CLPF does and the value Fiduciaries provide. If you're exploring what a professional Fiduciary does or seeking a career path that changes people's lives for the better, you're looking in the right place.



Professional fiduciaries provide critical services to seniors, persons with disabilities, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management.



The logo for the Professional Fiduciary Association of California (also known as PFAC)



 
 
 

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We offer a 30-minute initial consultation for each new client.  After 30 minutes, standard hourly rate will apply to all calls, meetings, and written communications.The information provided above is from the perspective of a professional fiduciary and is not intended to be construed as legal advice.

If you have questions regarding your estate plan, you should consult with a qualified estate planning attorney.

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