Merced Fiduciary Services
Merced fiduciary Donald E. Fischer, M.A., can serve as a conservator or trustee for clients in Merced and throughout Merced County. Acting as a conservator or trustee is a huge responsibility as any mistakes can have a significant impact on everyone involved. If you are seeking a conservator, trustee, executor, administrator, financial agent or health care agent, make certain you hire a licensed California professional fiduciary.
What is a California Professional Fiduciary?
A California Professional Fiduciary is an individual who accepts responsibility for looking after the needs and affairs of another person. Professional fiduciaries provide critical services to seniors, persons with disabilities, and children. Merced fiduciary Donald E. Fischer also offers financial management services ranging from basic bill paying to estate and investment management.
As a licensed Merced Fiduciary, Donald E. Fischer understands the importance of knowing that your conservatorship, trust, or estate is being managed ethically and accurately. Mr. Fischer acts as a caring and objective fiduciary and client advocate.
Donald serves individuals seeking assistance with a variety of personal needs. Examples of people seeking Mr. Fischer’s fiduciary services include helping those recently widowed (surviving spouse), and assistance to those who have become seriously ill or incapacitated. Mr. Fischer, as a Merced fiduciary, acts solely for the benefit of that person.
Are Professional Fiduciaries Licensed?
In California, Professional Fiduciaries are licensed by the State Professional Fiduciaries Bureau. Earning and maintaining a fiduciary license (CLPF) requires a thorough background and credit check, formal education, perpetual continuing education, passing the national and state examination and certification processes, and complete transparency in personal and professional affairs.
Fiduciary Services Offered to Merced Residents
Merced fiduciary services are far more flexible than those offered by banks, trust companies, and many private fiduciary firms, including:
Merced fiduciary services include Conservatorships. Mr. Fischer is available to provide services for either Conservatorship of Estate or Conservatorship of Person or both. Commonly, a Court judge will appoint a conservator when the conservatee can no longer handle his or her own personal and financial affairs or thought to cause harm to themselves or others.
Trust & Estate Administration
Mr. Fischer can serve as a Trustee or Successor Trustee. Donald works in tandem with professionals the client already has an ongoing relationship with including estate planning lawyers who regularly recommend Donald E. Fischer to be a Trustee or Successor Trustee for one or more of the attorney’s clients. Others who seek Donald’s services as a Modesto fiduciary for their clients’ benefit are general practice lawyers, investment advisers, financial planners, CPA’s, and insurance providers.
Donald E. Fischer welcomes serving as trustee on smaller trusts and trusts for special needs beneficiaries.
Mr. Fischer is also trained and skilled to serve as your trustee and personal representative on estates and trusts that have business, real estate holdings and other non-securities investments. When you need a trustee or administrator of an estate or trust where there are ongoing disputes or actual litigation taking place between the beneficiaries, Donald is an experienced ‘Mediator,’ so he is a solid choice.
Power of Attorney
When couple or an individual has no family or loved ones to care for them as they get older or become disabled, Donald E. Fischer can provide that care. Merced fiduciary, Donald E. Fischer, is known and admired as a compassionate care giver to his clients.
Power of Attorney arrangements are often set up by the client’s lawyer. The client’s lawyer will draft an agreement specifying the couple’s or individuals’ wishes for care and estate management. Donald E. Fischer, acting on his client’s behalf by way of a Power of Attorney and companion agreement, receives specified authority to act in capacities specifically detailed in the agreement. Fiduciary duties can include managing daily household and financial matters, investment management, healthcare and end of life decisions. The couple or individual granting their lawyer authority to draft the agreement and the power of attorney must have ‘capacity’ at the time of establishing the power of attorney.
Assistance for Surviving Spouse
There are critical deadlines and tasks to address following the death of a spouse. Merced fiduciary, Donald E. Fischer, can assist the surviving spouse with necessary tasks including:
- Cataloging assets & liabilities
- Drafting a budget once assets and liabilities are documented and net income determined
- Applying for social security benefits, pension benefits, Veteran’s benefits, & life insurance policies
- Notifying government agencies regarding the passing of your spouse
- Dealing with Healthcare, Bank Accounts, Credit Cards, Online Payments, Investments, and tax returns filings
- Anything else a surviving spouse might need assistance with.
Contact Merced Fiduciary Donald E. Fischer
To learn if Donald E. Fischer, M.A. is your choice for: a conservator, trustee, executor, or agent to surviving spouse, call Donald at (559) 905-4315.
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