Code of Conduct

Coast Fiduciary Services’ fiduciaries are licensed by the California Professional Fiduciaries Bureau, and as such, abide by a strict Code of Conduct.

pfb_logo_smallThe Professional Fiduciaries Bureau was created by legislation that passed and was enacted into law in 2007 to regulate non-family member professional fiduciaries, including conservators, guardians, trustees, and agents under durable power of attorney as defined by the Professional Fiduciaries Act. Are You A Professional Fiduciary?

Professional fiduciaries provide critical services to seniors, disabled persons, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management. Requirements for licensing include passing an examination and completing thirty 30 hours of approved education courses, and earning 15 hours of continuing education credit each year for renewal.

 

Professional Fiduciary Association of CaliforniaPatricia Keefer and Tiffany Van Wingerden are also members of the Professional Fiduciary Association of California (PFAC).

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Experienced. Dedicated. Trustworthy.

We are committed to carrying out your wishes, giving our clients peace of mind that their affairs will be handled according to their directives, with personal oversight and great care. We are licensed and qualified to serve as administrator, executor, trustee, “special needs trust” trustee, conservator, guardian, agent under a Durable Power of Attorney, or as a representative payee, and we’ll work with your attorneys and advisers. Because trust is not just given, it’s earned.

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