Professional Fiduciary Services is a trusted firm based in Lake Forest, CA, offering comprehensive solutions for financial and health-related decisions, legal coordination, property management, and estate planning. With expertise in managing investments, bank accounts, and dealing with creditors, as well as advocating for clients' insurance matters and property transactions, they provide reliable support for individuals and their loved ones during important life transitions.
Whether it's appointing trustees, power of attorney, health care agents, or estate administrators, Professional Fiduciary Services ensures a tailored approach to meet clients' unique needs, including special court appointments and trusteeship for special needs trusts and life insurance trusts. With a commitment to client satisfaction, they review estate planning documents and proposed court filings to ensure a good fit for their services.
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