Welcome!
Jennifer Feehan is a National Certified Guardian and a Licensed Private Professional Fiduciary. Jennifer serves as a fiduciary in roles such as a Trustee, Executor, Personal Representative, Agent under Power of Attorney for Finance, Conservator and Representative Payee. Her private fiduciary management firm, offering services to Southern California and Central Oregon, is dedicated to helping aging seniors and persons with disabilities with their day-to-day estate management in accordance with the terms of their trust, will, court order or settlement agreement, and in adherence to state laws and fiduciary standards of practice. The services offered vary by state. Please click on a state tab for state specific information.
Here are a few of our most frequently asked questions.
Here are a few of our most frequently asked questions.
What Is a Fiduciary?
A fiduciary is a person who holds a legal or ethical relationship of trust with another person. Typically, a fiduciary prudently takes care of money or other assets for another person. A fiduciary manages another persons personal affairs, including daily care, housing and medical needs, and finances, ranging from paying bills to handling investments and trusts. A Professional Fiduciary is someone who offers professional fiduciary services to two or three (depending on the type of matter) or more individuals at the same time who are not related to the Professional Fiduciary or to each other. Services offered by the Professional Fiduciary may include serving as: Trustee, Executor, Personal Representative, Conservator, Guardian or Agent Under Power of Attorney for Finance and Healthcare.
Who Needs a Professional Fiduciary?
An individual or Trustor may hire a Professional Fiduciary in order to avoid burdening family and friends with his/her care and financial management when they feel they are not able to do so anymore themselves. Additionally, in the event of incapacity or death there may be no family or friends around to handle these matters, or the duties required may be beyond the skill-set necessary for prudent administration. Further, in the event of conflict families may seek out or a court may appoint a Private Professional Fiduciary to intervene as a neutral third party to preserve the estate assets and mitigate discord.
What Assurances Does Your Private Fiduciary Firm Offer?
- Jennifer Feehan is License Professional Fiduciary and National Certified Guardian. Holding these credentials certifies minimum educational standards and that she has passed a nationwide criminal background and credit check.
- Jennifer Feehan has 16 years’ experience administering trusts and estates, while serving as both an Elder Law paralegal and a Professional Fiduciary.
- Jennifer Feehan, Professional Fiduciary, Inc. is a registered corporation with 5-star reviews and a referral-based business model.
- Jennifer Feehan is a Member of the National Guardianship Association and the Professional Fiduciary Association of California. She adheres to their fiduciary standards of practice and ethics.
- Jennifer Feehan carries professional liability insurance for errors and omissions.
- Jennifer Feehan is fully bondable up to several million dollars and is qualified to obtain bond when required or requested.
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San Diego / Southern California
9740 Campo Road, Unit 172 Spring Valley, CA 91977 (619) 535-6518 |
Bend / Central Oregon
PO BOX 216 Redmond, OR 97756 (541) 508-0506 |