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