• Trust Administration

    The Trust Administration process will be smooth,
    seamless and conducted with integrity.

  • Power of Attorney

    When a loved one loses capacity a Power of Attorney
    may be needed to help with financial affairs.

  • Agent for Healthcare

    Absent a family member or a close friend, a Fiduciary
    can serve as an Agent for Healthcare.

  • Conservatorships

    A Fiduciary can be appointed by the court as a
    Conservator to protect a persons finances and
    or personal well being.

  • Bill Pay / Rep Payee

    I can help with paying bills and also serve as
    Rep Payee for someone on SSI.
Welcome to Fiduciary Service

Soul Support

Power of Attorney
Agent for Healthcare
TRUST ADMINISTRATION
The fiduciary role is one of great trust, integrity, responsibility, and care.  A fiduciary is a person entrusted to act in this capacity, with impartiality, and for the sole benefit of another and their expressed wishes.
Hourly rate is $135.00 or a negotiated rate is possible.
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Soul Support
Bill Pay / Rep Payee
Helping You and Your Loved Ones

Soul Support

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.

  • Conservatorships
  • Trust Administration
  • Power of Attorney
  • Agent for Healthcare
  • Bill Pay/ Rep Payee
Here is the areas we serve!

Soul Support

  • All Areas

Serving La Quinta CA.

Founder and principal, Ann Lahey, is widely recognized as a leader in the fields of conservatorship, trusteeship, estate administration and gerontology. She founded Soul Support Fiduciary Services in 2014 with a commitment to providing the people with whom she is honored to serve the best quality of life possible.

Serving Palm Desert CA.

Serving Indio CA.

Serving Rancho Mirage CA.

Serving indian Wells CA.

Schedule Free Consultation

Fiduciary Services

Better care starts with compassion

Trust Administration

Power of Attorney

Agent for Healthcare

Conservatorships

Bill Pay / Rep Payee

 

Read some reviews

What Our Clients Say

La Quinta

Linda Kramer

"What a find!  Ann came to the rescue when we needed help with our daughter who is mentally ill.  We could not have managed without her."
Rancho Mirage

Daniel Moreno

"We live across the country so we engaged Ann to find a place for Mom to move to.  We are very pleased with her many services."
Palm Desert

Annie Grigoryan

“Ann is reliable, meticulous and caring in her approach to fiduciary work.  We couldn’t be happier with her work in helping our mother. ”

Call 760.609.9628

Our highly trained caregivers help your loved one have a safer, healthier, and more independent life.