A Licensed Private Fiduciary
National Certified Guardian
Federal & State Organizational Representative Payee
National Certified Guardian
Federal & State Organizational Representative Payee
Providing care as a Professional Fiduciary is as much a calling as it is a career. At the Organizer Fiduciary Service we are Fiduciaries licensed by the state of California. The fiduciary responsibility is unique, essential, and, often noble in nature. A fiduciary’s role is not merely that of business manager, decision-maker, or guardian. It is also a nurturing bond of trust, concern, and attentive care-giving. A fiduciary seeks to support mental and emotional well-being; reduce the stress of changing circumstances or unexpected events; and, most importantly, help each client, and their families, enjoy a fulfilling life.
There are different needs for a fiduciary: They include:
*Power of Attorney for Healthcare
*Power of Attorney for Financial Matters
*Trustee/Successor Trustee
*Special Needs Trust
*Guardianship
*Conservator of Person and/or Estate
*Executor or Administrator of Estate
There are different needs for a fiduciary: They include:
*Power of Attorney for Healthcare
*Power of Attorney for Financial Matters
*Trustee/Successor Trustee
*Special Needs Trust
*Guardianship
*Conservator of Person and/or Estate
*Executor or Administrator of Estate
300 Carlsbad Village Drive
Suite 108A270
Carlsbad, California 92008
PHONE: (760) 295 3812
FAX: (760) 734-1142
Affiliates
The Organizer Fiduciary Services,
is a proud affiliate of
Finest City Fiduciary
"We strive to treat each individual compassionately, with respect for their dignity as a person."
