Services
True Fiduciary Service Focus Areas:
Agent on the Advanced Health Care Directive
True Fiduciary Service will provide a fiduciary to be your Agent on the Advance Health Care Directive.
The AHCD is a document that designates an agent to represent you in executing your wishes to your medical providers, family, friends and others as you approach the latter stage of your life.
Your wishes include your healthcare preferences and the types of special treatment you want or don’t want towards the end of your life, such as diagnostic testing, surgical procedures, cardiopulmonary resuscitation and organ donation. The AHCD can describe your burial choices and whether you want a memorial.
As Agent on your Advance Health Care Directive, True Fiduciary Service will make sure your wishes are followed exactly according to your directive.
True Fiduciary Service will provide a fiduciary to be your conservator.
In a conservatorship proceeding, the judge may appoint a conservator to supervise the personal and/or financial affairs of the conservatee found by the court to be unable, with the appropriate assistance, to meet essential requirements for their personal needs.
In our area, conservatorship proceedings are heard in Nevada County Superior Court.
True Fiduciary Service specializes in supervising the personal affairs of the conservatee acting in their best interest with accountability, responsibility and integrity in accordance with the law.
Our fiduciaries manage a conservatee’s daily needs.
- Supervise medical care, insurance benefits, and disability benefits
- Arrange a living space
- Manage personal care needs
- Monitor meals and clothing
- Manage home care services
- Arrange housekeeping services
- Arrange transportation and daily activities
- Support spiritual beliefs
- Coordinate a team of advisors as needed
- Organize and manage burial choices
- Provide court accounting and conservatee’s current status report
Conservator of the Person
Boutique Life Planning
At True Fiduciary Service, we are proud to provide Boutique Life Planning to our clients and their families.
This personalized service offers the focused, consistent solace of having someone watching out for your overall well-being according to the blueprint you design. Following your lead, we assist you with decision making and coordinate the steps needed to maximize your health and financial well-being.
Boutique Life Planners will treat you like family. They can assist you in the following:
- Family, friends and associates issues
- Financial innovation and up-to-date bookkeeping
- Relocation solutions
- Real estate sales
- Legal issues
- Property management
- Household and dietary management
- Transportation
- Exercise programs
- Pet care
- Technology assistance
- Doctor visits and advocacy
- Care management
- Trust administration
- Travel arrangements
- Entertainment
- Recreation
- Preventing undue influence
- Estate planning
- Shopping
True Fiduciary Service will provide a fiduciary to be your Financial Power of Attorney.
A TFS Fiduciary can serve you as Power of Attorney for your finances. This appointment gives the TFS Fiduciary the ability to manage assets or income that is not in a trust.
Often times there are assets that cannot be titled in the name of a trust such as retirement accounts, pensions, insurance policies and other income streams. These accounts can only be managed by the Financial Power of Attorney.
A TFS Fiduciary typically serves you as Power of Attorney for Finance in combination with Executor of the Estate and a Successor Trustee’s appointment by you.
Financial Power of Attorney
Trust Administration
True Fiduciary Service will provide a fiduciary to be your Successor Trustee.
Our TFS team assumes responsibility for the efficient management of your living trust and your estate. This includes overseeing the implementation of your estate plan, ensuring that assets are managed while you, the Trustee, are living and distributed in accordance with your wishes as outlined in legal documents such as wills and trusts.
From handling financial accounts and real estate properties to coordinating the transfer of assets to beneficiaries, TFS manages the logistical aspects for you, the trustee, and the estate administration, with meticulous attention to detail.
True Fiduciary Service will provide a fiduciary to be your Consultant.
In situations where you may need help making decisions or upon becoming incapacitated or for other reasons, TFS provides Consulting Services that support decision making.
Our experienced team works closely with you or your appointed agents, guardians, conservators and trustees to ensure that decisions are made in the best interests of all concerned parties.
We offer guidance, expertise, and assistance in navigating complex legal, health and financial matters, helping to facilitate informed decisions that align with the goals and objectives outlined in the Advanced Health Care Directive, Durable Power of Attorney, Trusts and the Estate Plan.
Consulting
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530-559-3266
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