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Services offered

Acting as a Trustee of a Trust (Named Successor Trustee): Serving as a trustee to manage trust assets and carry out the terms of a trust document for the benefit of the trust’s beneficiaries. This includes responsibly managing the trust property and making distributions as directed by the trust.

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Serving as an Executor or Personal Representative of an Estate: Administering a deceased person’s estate through probate. A licensed fiduciary in this role will gather and safeguard the decedent’s assets, pay outstanding debts and taxes, and distribute assets to heirs or beneficiaries according to the will or state law.​

 

​Agent under a Financial Power of Attorney (Financial POA): Managing finances as an agent (attorney-in-fact) under a durable power of attorney. The fiduciary can handle bill payments, bank transactions, investments, and other financial matters on behalf of the client, strictly following the instructions and best interests of that client.​

 

Agent under a Healthcare Power of Attorney (Healthcare POA): Making medical and care decisions as an agent under an Advance Health Care Directive or healthcare power of attorney. In this role, the fiduciary ensures the client’s healthcare wishes are honored – deciding on medical treatments, living arrangements, and end-of-life care by the authority granted by the client.​

 

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Calm Sea

​Comprehensive Financial Management and Investment Oversight: Providing higher-level financial management for clients with substantial assets. This can involve working with investment advisors, accountants, tax professionals, and portfolios, keeping accurate financial records, and protecting the client’s estate value through prudent investing and asset allocation (in line with California’s fiduciary standards)​

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Daily Money Management and Bill Paying: Overseeing day-to-day financial tasks for clients who need assistance. This can include budgeting, paying bills on time, monitoring bank accounts, and ensuring that routine expenses (rent, utilities, insurance, etc.) are handled appropriately.

 

Managing Daily Care, Housing, and Medical Needs: Coordinating non-financial aspects of a client’s life, especially for seniors or individuals with disabilities. A fiduciary may arrange for in-home caregivers or residential placement, monitor the client’s health and nutrition, manage medications, and advocate for appropriate medical care and living conditions.​

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​Serving as a Representative Payee for Benefits: Acting as a Representative Payee to handle incoming public benefits on behalf of someone unable to manage those funds. For example, a fiduciary might be appointed to receive a client’s Social Security or veteran’s benefits and ensure that the money is used for the client’s needs (paying for housing, care, and personal expenses)​

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Financial Programs

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