A. R. Wilson & Associates

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What is a fiduciary? Who appoints a fiduciary? What is the responsibility of a fiduciary? What governs the conduct of fiduciaries? What are the benefits of your services? Who benefits from your services? What are your fees? What is a fiduciary? A fiduciary is a person who assumes responsibility for an individual or estate by acting as conservator, trustee, executor, estate administrator, or agent under power of attorney. In this position of trust, the fiduciary is expected to adhere to a strict code of ethics. Who appoints a fiduciary? Fiduciaries who serve as conservators of the person and/or the estate, are appointed by the Court. Fiduciaries who serve as trustees may be appointed by the Court or an individual. What is the responsibility of a fiduciary? The fiduciary is responsible for prudent management of assets and for protecting vulnerable and incapacitated persons from abuse and/or neglect. What governs the conduct of fiduciaries? State Probate Code binds all fiduciaries. Additionally, members of PFAC (Professional Fiduciary Association of California) are governed by a strict code of ethics and standards of practice. Annabelle Wilson is a member of PFAC. What are the benefits of your services? Our clients have gained valuable benefits from our services in a variety of circumstances: We act to prevent and halt financial abuse -We recover assets fraudulently taken by others prior to conservatorship -We give personalized assistance to cover unmet needs -We nurture the individual and give them the comfort of having someone to count on as advocate for their welfare -We review medical and insurance bills for correctness and, in some cases, are able to reduce billing amounts -We continually monitor and adjust client care, as appropriate, to ensure quality of life -We utilize community and other resources to enhance our clients experience -We oversee medical and care issues to ensure the best possible quality of care -We respect the religious and lifestyle preferences of our clients -We resolve or ameliorate relationship conflicts involving our clients -We maintain communication with our clients' families, keeping them informed on issues regarding their loved one's welfare -We maintain communication with trust and estate beneficiaries on important estate matters -We provide regular reports and accountings to the court and/or responsible parties -We contract the services of experienced outside professionals in law, finance, real estate, insurance, tax preparation, medical care, etc. on behalf of our clients Who benefits from your services? People at risk with no family or no family member able to help them -Adults who live at a distance from an elderly or disabled relative in need of help -Individuals seeking a trustee or successor trustee, now or in the future -Attorneys and others requiring special needs trust administration services -Individuals who wish to have an impartial professional handle their probate estate What are your fees? Our fees are comparable to other private professional fiduciaries in this area. A fee schedule may be obtained by request for prospective clients. Back to Top

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