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Careers

A career in fiduciary services specializing in elderly persons and disabled adults is a lifelong and rewarding field. We serve as advocates and solution-providers -- thinking outside of the box and applying personal knowledge to promote the happiness and livelihood of our charges. We answer the calls in the middle of the night when no other is available or is too far away to assist.

We take responsibility in paying bills so that our clients continue to enjoy time with new found or reunited friends.

Careers

 

Requirements

  1. Education: Minimum Bachelor's degree; Master's in any subject, preferred; and a willingness to continue learning as required for licensing
     
  2. Credit History: No bankruptcies (personal or commercial)
     
  3. Background Check: Pass Dept of Justice/FBI backgrounds with fingerprinting and specifically no felonies, no misdemeanors, no liens or judgments.
     
  4. Licensing: Passing National Guardianship and California Licensed Professional Fiduciary examinations
     
  5. Vehicle: A reliable and insured vehicle with corporate endorsements
     
  6. Personality: An upbeat attitude in front of clients, including a sense of humor and considerate of others

 

Openings: None at this time

 

Benefits

We offer a generous benefits package to our team including this partial list:

  1. Health: Employer-paid employee-only medical insurance
     
  2. Dental: Comprehensive coverage through Delta Dental
     
  3. Vision: Discounts provided by health provider
     
  4. Flex Spending Account: A pre-tax option for medical/dental need
     
  5. Relax: Combined vacation/sick time of four (4) weeks per year for fiduciary-employees; three (3) weeks for administrative employees
     
  6. Education: Access to our in-house training DVDs
     
  7. Party: Annual Christmas party at the Magic Castle in Hollywood

 

Equal Employment Opportunity

It always has been and continues to be our policy that employees should be able to enjoy a work environment free from all forms of unlawful employment discrimination. All decisions regarding recruiting, hiring, promotion, assignment, training, termination, and other terms and conditions of employment will be made without unlawful discrimination on the basis of race, color, national origin, ancestry, sex, sexual orientation, gender identity or expression, religion, age, disability, work-related injury claim, veteran status, political ideology, or any other factor which cannot lawfully be used as a basis for an employment decision. Individuals will be selected for promotion based on skill and ability. Where skill and ability are equal, then length of continuous employment will be the determining factor.

EEO modeled after Costco's policy as provided by HRC

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.
 

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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