Professional Fiduciary Services in Southern California

Mission Statement
To deliver superior service on matters of financial protection and personal care with dignity and respect.

What is a Fiduciary?

  • A person who is responsible for managing another’s property or well-being when they are incapable of doing it for themselves.
  • A fiduciary can be court appointed or hired privately, and may typically serve as a conservator, trustee, or personal estate representative.

You Need a Fiduciary if you:

  • Are a responsible adult planning for your own care in event of catastrophe
  • Have a family member suffering from dementia or serious illness and cannot take care of himself
  • Want assistance when meeting with an estate attorney
  • Are concerned about future care for a disabled child
  • Are in search of a Trustee or Successor Trustee
  • Are in search of a Power of Attorney
  • Are a person needing to delegate probate matters
  • Are facing or observing elder abuse

Advantages of Hiring an Independent Fiduciary:

  • Neutral
  • Accessible
  • Takes “big picture” approach
  • Decision-maker for financial, personal care and quality of life decisions.
  • Ensures confidence that the person you hire is the person who regularly handles your day-to-day needs
  • Educated and trained in this field
  • Familiar with local service providers
  • Properly bonded

Klein Fiduciary Services will allow you to relax and know that you are in competent and caring hands.

Denise F. Klein is a California Licensed Professional Fiduciary (License #642) and a California CPA (License #48851).

PFAC members (Member #7536) are responsible, trustworthy and experienced individuals who adhere to the highest standards of ethics and practice. Professional Fiduciaries are required to be licensed in the state of California.

A woman who needs fiduciary assistance in Los Angeles County, CA