Ann Lahey has been a California Licensed Fiduciary, PF #782 since 2014. She is a graduate of the University of California, Davis. After caring for her mother for 10 years first as POA then Trustee, she realized her passion for helping vulnerable people. Her services include: Power of Attorney, Trust Administration, Rep Payee, Conservatorships, Agent for Healthcare, Bill Pay, Elder Advocate and Notary Services.
A professional fiduciary is an independent licensed professional who either by agreement or court appointment has been selected to legally act on behalf of another (the beneficiary) regarding their specific needs which may include financial, medical, personal care, and in some instances, end of life decisions.
The following list provides an overview of common fiduciary engagements.