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Private Professional Fiduciary Services 

California Professional Fiduciary Act

California Governor Arnold Schwarzenegger signed SB 1550, known as the California Professional Fiduciary Act, into law in 2006 that created the Professional Fiduciaries Bureau in the State of California to license and oversee professional fiduciaries such as private trustees, conservators, guardians, and agents under powers of attorney for health and finances.  The Professional Fiduciaries Bureau operates under the auspices of the State of California's Department of Consumer Affairs. 

Exeter Fiduciary Services, LLC

Exeter Fiduciary Services, LLC is a private, professional fiduciary services provider (California Professional Fiduciary license number 448) providing you and your legal, tax and financial advisors with complete trust administration, accounting, recordkeeping, and tax reporting support services.  Exeter Fiduciary Services, LLC works in conjunction with your existing team of advisors.

 

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