Professional Fiduciaries in the State of California are required to be licensed by the Professional Fiduciaries Bureau, a division of the California Department of Consumer Affairs.  To be licensed in the state of California, applicants must hold, at a minimum, a Bachelors degree from an accredited university, complete a state approved certification program, pass a comprehensive examination, and complete 15 hours of continuing education per year.  

 

Fiduciaries are bound by a duty to act in the best interests of their clients.  Private professional fiduciaries are held to a higher standard.  There are specific state laws and court guidelines that require fiduciaries to keep accurate and secure records, perform periodic accountings, safeguard the estate's assets, and act in a professional and unbiased manner.

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The Professional Fiduciary Association of California defines a fiduciary's role as "not merely that of a business manager, decision-maker, or guardian.  Fiduciaries also strive to develop and nurture a bond of trust, concern, and attentive care-giving.  A fiduciary seeks to support the financial, mental, and emotional well-being of each client."

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​At Tri Valley Fiduciary Services, we hold these duties and responsibilities above all else in what we do.  Each of our clients are special and every situation is unique.  We create an individualized plan for each client based on their needs and goals.  From complex Trust Administrations to simple Bill Payment Services, we strive to give every client personal and responsive attention.  We can coordinate services with medical prdvidors, attorneys, tax preparers, financial institutions, and government agencies.  We understand that clients can face complex medical, legal, and financial situations.  We are well prepared to address these situations to find the best possible outcome for our clients.