FAQ's

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What is a Professional Licensed Fiduciary?

In California, a license is required to act as a professional fiduciary in multiple trusts, conservatorships, or probates. Licensed fiduciaries follow a strict code of ethics—prioritizing confidentiality, integrity, and compassionate service. Learn more at www.fiduciary.ca.gov or watch this video.

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Why Choose a Professional Fiduciary?

Choosing a professional fiduciary means placing your trust in someone who is both accountable and compassionate — someone who acts solely in your best interest. Licensed fiduciaries in California are held to the highest professional and ethical standards, ensuring that your finances, property, and personal affairs are protected with care and integrity.

As a licensed fiduciary, I carry the insurance, training, and experience required to safeguard client interests while working closely with attorneys, accountants, and financial advisors. This collaborative approach allows me to create thoughtful, transparent solutions tailored to each client’s unique situation.

Unlike large institutions or banks, working with a professional fiduciary provides personal attention and understanding. You’ll have a dedicated advocate who takes the time to listen, communicate clearly, and honor your wishes. Choosing a neutral professional can also help reduce family conflict, providing peace of mind that your affairs are handled with fairness, respect, and discretion.

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Oversight and Standards for California Fiduciaries

The Professional Fiduciary Association of California (PFAC) maintains a statewide directory of licensed fiduciaries who meet strict education, experience, and ethical standards. PFAC members complete ongoing training and follow a comprehensive Code of Ethics to ensure the highest level of professionalism and client protection. In California, private fiduciaries are also regulated by state law and overseen by the Probate Court in each county, which may appoint licensed fiduciaries as neutral third parties to protect vulnerable individuals from abuse, neglect, or financial exploitation. Choosing a PFAC-affiliated fiduciary provides confidence that your affairs are managed by a qualified professional who upholds integrity, compassion, and accountability in every decision.

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How Do We Get Started?

We begin with a complimentary discovery call to understand your needs and answer your questions. From there, we’ll review your situation and any supporting documents (such as trust documents, powers of attorney, or care plans). Once we identify the right services, we’ll walk you through our fee structure and service agreement. Our goal is to make the process clear, collaborative, and comfortable from the very beginning.   Call Us @ 818.903.7993 or email @ melissadalton@daltonfiduciaryservices.com.

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What are your fees?

Please reference our Pricing Sheet for details.