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Department of Consumer Affairs Professional Fiduciaries Bureau The Professional Fiduciaries Bureau was created by legislation that passed and was enacted into law in 2006 (effective January 1, 2007) to regulate non-family member professional fiduciaries, including conservators, guardians, trustees, personal representatives of a decedent’s estate, and agents under durable power of attorney as defined by the Professional Fiduciaries Act
Home [www. completecarefiduciary. com] I'm Jennifer Mergl, a California licensed Private Professional Fiduciary in Southern California with a profound passion for what I do With a rich tapestry of experiences spanning Trusts, Conservatorship of the Person and Estate, Special Needs Trusts, and Fiduciary Accounting, my professional journey has been marked by unwavering dedication to the well-being of those I serve I proudly serve
Fiduciary - Wikipedia Fiduciary duties in a financial sense exist to ensure that those who manage other people's money act in their beneficiaries' interests, rather than serving their own interests A fiduciary duty[5] is the highest standard of care in equity or law A fiduciary is expected to be extremely loyal to the person to whom he owes the duty (the "principal") such that there must be no conflict of duty
What is a fiduciary? - Consumer Financial Protection Bureau A fiduciary is someone who manages money or property for someone else When you’re named a fiduciary and accept the role, you must – by law – manage the person’s money and property for their benefit, not yours