Why Choose a California Licensed Professional Fiduciary (CLPF)?

• Trusted Oversight for Critical Life Decisions

• CLPFs are licensed, bonded, and regulated professionals authorized to manage personal, financial, and legal affairs for those who cannot—or choose not to—do so themselves.

• Accountability You Can Count On

• Unlike informal helpers, CLPFs must adhere to strict legal, ethical, and continuing education standards enforced by the California Department of Consumer Affairs.

• Fiduciary Duty First

• Our only obligation is to act in the best interest of the client—not to family members, financial institutions, or third parties.

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Who We Serve

• Solo Agers:  Independent adults without a trusted family advocate often rely on CLPFs to oversee their personal, medical, and financial well-being as they age.

• Families in Transition

• During times of illness, incapacity, or death, we provide neutral, compassionate, and skilled administration of trusts, estates, and conservatorships.

• Attorneys & Professionals

• We collaborate with legal and financial professionals to provide court-compliant fiduciary services that ease the burden on family members and ensure legal clarity.

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