Providing efficient and effective fiduciary services to trusts, conservatorships, and probate estates.
Located in Pasadena in Los Angeles County, Earnest Fiduciary provides independent and personalized fiduciary services that meet the needs of private trusts, conservatorships and probate estates. Working together, we prepare a plan that best meets the needs and goals of your unique situation.
Contact
➤ MAILING ADDRESS
122-A E. Foothill Blvd.
No. 217
Arcadia, CA 91006
☎ CONTACT
Office@EarnestFi.com
(626) 596–0200
Our Roles as Professional Fiduciaries
MONEY MANAGER
We can manage both your income and expenses to meet the financial goals of beneficiaries, parties or conservatees. We will handle the daily transactions that you pay from your checking and saving accounts, as well as interact with creditors, vendors and financial institutions as needed. We can automate your personal finances, handle the mail and provide you with any financial reports you require.
SPECIAL NEEDS TRUSTEE
As Trustees, our goal is to serve our clients who need assistance to manage their own care and financial affairs so they can live full and engaging lives. We utilize our knowledge of public benefits and community resources to ensure that their needs are being met while discretionary trust payments made for the sole benefit of the beneficiaries do not impact their eligibility for means-tested public benefits.
TrustEE
We serve as private professional trustees whether appointed as a successor trustee by the grantors of the trust or the court or beneficiaries when litigation is at hand. As private fiduciaries, we can customize trust administration services to efficiently and effectively meet the goals of the grantors, while helping the beneficiaries understand the process and how the trust is administered.
conservator of the person & Estate
When a professional is needed to manage the healthcare or finances of those who are deemed to no longer have capacity, the court may order a Professional Fiduciary to serve as the Conservator of the Person or Estate. Our team’s commitment to our conservatees is to work in collaboration with all the parties involved to tailor our services to meet the needs of our client while maintaining their autonomy according to their capacities.
care manageR
We understand that our clients might need assistance with managing their healthcare before they need our financial services. Whether it is just a referral to a community resource or comprehensive advocacy within the medical system after a healthcare crisis, our team will assess our client’s needs and create compassionate, comprehensive, and client-centered care plans that are aligned with their values and wishes.
probate administrator
As court appointed Administrators, we efficiently navigate the legal system to manage the estate for a decedent without a will or with a will, but no trust. With substantial experience and expertise in probate administration, we work effectively with the court to resolve key issues, including marshaling and appraisal of estate assets, identification of heirs, and petitioning with a full accounting and detailed plan for the final distribution of assets.
“Drive thy business, or it will drive thee.”