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When your loved ones cannot, we are here to help with the coordination of:

Finances * Healthcare * Caregiving * Property * Legal Affairs

HOW CAN OUR PRIVATE PROFESSIONAL FIDUCIARIES HELP YOU?

A private professional fiduciary is often appointed by seniors, or their family members, courts and/or professionals such as attorneys, accountants and financial advisors, when family members are not available or unable to take on legal and financial responsibility. A licensed professional fiduciary is trained to do so and provide services in a cost effective manner.

The members of the Professional Fiduciary Association of California (PFAC) are dedicated to serving and protecting the best interests of those who have placed their trust in them by:

  • Ensuring the highest standards of ethics and practice
  • Establishing comprehensive statewide certification
  • Maintaining high qualifications for membership
  • Requiring the continuing education of members

CONTACT US

Herbert Cohen, MBA RG CCF
22996 El Toro, Suite 102
Lake Forest, CA 92630

t: 949.458.7377
f: 949.458.7376

herb_pfs@att.net

Herb and Yvonne