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Trained and licensed by the State of California, professional fiduciaries pass a licensing examination and background check. They are reviewed by the State each year and required to receive further professional training and education.Most professional fiduciaries are a member of the Professional Fiduciary Association of California which actively supports the further development of industry regulations and requires members to adhere to the highest standards of ethics and practice.

Our Services

A fiduciary is a person given the power to act on behalf of another in situations that require great trust, honesty and loyalty. They are hired to act in your best interest and must set aside their own personal motives in favor of your goals. California Licensed Professional Services provide private, individualized service to clients who want someone to legally represent their estate or person.



Deborah Garcia

California Licensed Professional Fiduciary

Deborah Garcia has been coordinating the financial, legal and health matters for elderly and disabled people in the greater San Francisco Bay Area for many years.  She works with courts and medical professionals to protect the rights of conservatees.  She has investigated estate and financial matters and recovered stolen assets. As a licensed fiduciary and consummate professional, Deborah is devoted and ethically bound to carry out the affairs of her clients on their behalf and in their best interest. She is known for keeping her clients in their homes in the least restrictive environment.


Manage the assets, and often the personal and medical care of a person or family, according to the terms of a legal Trust document.

Social Security Representative Payee

Receive social security income and pay bills.

Banking, Bill Paying & Bookkeeping

Pay bills, monitor income and expenses, maintain financial records.

Court-Appointed Conservator of the Estate and/or Person

Manage estate assets and personal care of individuals who are in need.
Fiduciaries are hired privately to serve as: 
  • Trustee
  • Financial Power of Attorney
  • ​Medical Power of Attorney (or "Healthcare Agent")
  • Representative Payee
Fiduciaries also serve by court appointment in positions such as: 
  • Legal Guardian for a Minor
  • Conservator of the Estate
  • Conservator of the Person
  • Executor of an Estate
  • Personal Representative of an Estate