Advantages of Hiring A Fiduciary:

  • Fiduciaries are held to a higher Standard of Ethics

  • Fiduciaries are licensed in the State of CA

  • Fiduciaries make decisions based on what is in the best interest of the person

  • Protection of the Assets

  • Reduces family tensions and blame

  • Help Prevent Financial Elder Abuse

  • Support for family members

  • Fiduciaries work with Experts in the fields necessary to make the Proper Financial and day to day decisions such as Tax Accountants, Attorneys, Home Care Providers, Financial Advisors, Realtors, Geriatric Care Managers, Assisted Living Residences, Relocation Services, etc.

Office:  800.770.3048  Cell:  510.691.4403

Hecker Fiduciary

What is a Fiduciary?

"A Fiduciary is a person who assumes a responsibility for a position of Trust"

Services provided:

  • Powers of Attorney

  • Health Care Directive Representative

  • Executor Services of the Estate

  • Successor Trustee of Living Trusts

  • Trustee Services for Special Needs Trusts & Minor Trusts

  • Conservatorships

  • Bill Payment Services

  • Tax Preparation Services

  • Cash Flow / Budgeting