What is a Professional Fiduciary?

As a professional fiduciary, I assist clients who cannot make decisions or act for themselves. Licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs in the state of California, I can take action for another person. As such I serve as Conservator, Executor, Administer and Manage Estates and Probates..
Jeff More

About Jeff Moore

As a State of California professional licensed fiduciary manager I care for the client’s personal needs and financial affairs including necessary court reporting. My focus is tailored to meet the specific needs of each client and family served. I am discerning and efficient in working with medical providers, home care professionals, therapists, assisted care living providers, attorneys, court agencies, insurance professionals, financial planners, etc.

I have worked with other professional fiduciary managers supporting their discovery process of client’s personal matters and family connections and preparing court reporting of clients’ income, expenses, assets and liabilities in court mandated format and schedule format.

Serving as fiduciary manager for my mother for over 17 years and working in the banking industry for 30+ years, I bring a wealth of financial experience to each client.

Practice Areas

Conservator of the Person and Estate

Decisions and managing affairs for someone without capacity to make decisions for themselves: housing, medical, finances, and more.

Executor, Administration & Estate Management

Estate settlement using accurate accounting and professional management of obligations.

Probate Administration

Work with beneficiaries and the court to dispose of assets and liabilities according to the will or laws.

Care & Communication

Continuing personal care with client and reporting to client, family members and relevant others.