A Professional You Can Trust
Who we are...
Private Fiduciaries of California, Inc. was founded by a former family law attorney named Rebecca Guyette who worked with families in her role as an advocate and sometimes as a mediator. During this time, she identified a critical need to assist people in a different capacity...that is "someone to serve as a trusted professional" in life when they did not have a close family member or friend that could be available to assist. Rebecca has a goal of providing independent, competent, and reliable services in a fiduciary capacity including working as someone's trustee, executor in estate administration, agent for advance health care directives.
We are a trusted assistant by your side, helping you achieve your goals while protecting yourself and your family
Rebecca Guyette, Esquire
For over 25 years as a family lawyer, Rebecca Guyette became accustomed to helping people who are in conflict and transition in their lives. As a Professional Fiduciary, she provides expert guidance in an environment of trust and respect. Her years of experience, top-level professional network, and deep understanding of the law allow her to provide customized solutions that will meet her client's needs now and in the future
Rebecca offers her clients peace of mind knowing that their care is expertly handled and their assets are protected for generations to come.
- Looking for someone you can trust with your care?
- Need to make sure your needs are taken care of financially and/or physically?
- Worried about the 'what ifs' in life?
- Looking for someone to help take care of Mom or Dad when you are not able to?
What do we do...
Our goal is to provide peace of mind for our clients by building a trusting relationship.
Our goal is to understand YOU so that we can carry out your wishes at every opportunity
Some of our clients are unable to make their own decisions.... Fiduciaries are held accountable to make the same decisions you would if you were able. We listen carefully without judgment to what you want so that we can help you achieve your goals while protecting yourself and those you love most from unforeseen risks.
Our Process...
In Person Meeting
Trust and personal relationships go hand-in-hand. That is why we make it a priority to meet with you in person and get to know you and those people who are important to you. We listen closely to every detail to ensure we understand you or your loved one's individual needs and desires. Whenever possible, we maintain the professional who you have grown accustomed to working with, such as CPAs, Financial Planners, and care providers.
Discover your
unique options....
The most imporant thing is to enjoy your life--to be happy--it's ALL THAT MATTERS.
~Audrey Hepburn
An Individualized Plan
The management of your wealth and personal needs changes over time. You can trust that your plan will evolve as needed and your wishes will be carried out according to your personalized plan.
Enjoy Peace of Mind
This allows us to act on the behalf of our clients with creativity, compassion, and care. We lift the burden so you can feel confident and have a sense of peace.
Knowledge and experience are the foundation of our work
We care and want to assist you in knowing that your finances, living arrangements and health are in order.
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As Private Fiduciaries, we act on behalf of our clients in the following ways:
- Ensure that appropriate estate plans are in place
- Ensure that any estate plan is honored and modified when necessary
- Discuss and prepare any burial plans
- Assist with conflict resolution when emotions run high
Integrity, professionalism, and compassion for every client
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Asset Management, Financial and Taxes
As a professional fiduciary, we must.....
- Provide outside experts to assist with asset management to provide financial security in the event you do not have competent protection
- Make sure that your investment advisors and managers are Investing using the Prudent Investor Standard and risk tolerance personalized for each individual’s estate
- Ensure that all appropriate taxes are filed and estimated taxes are timely paid
- Make sure all bills are paid timely
- Provide accountings of all assets and liabilities at least annually
- Work closely with investment and real estate managers as needed to ensure that tax savings are maximized
- Continue to monitor all financial circumstances and make appropriate adjustments when needed.
Help with parents....
WHEN YOU CANNOT BE THERE~
Family members are often called upon to act as a trustees and agents in a power of Attorney or Health Care Directive . They also become involved once their loved one passes away by acting as an executor or trustee. The family member is often unavailable due to distance or their desire not to be in the role due to personal reasons such as time commitment, the complexity of the duties, and the desire not to be involved with the stress of dealing with beneficiaries. Additionally, there is an increasing amount of pressure from medical, financial, and emotional issues. As such, the need for third parties to act as a professional fiduciary is more important.
Personal Care Planning and Implimenting...
As a professional fiduciary, we must
- Manage personal care needs to ensure that the standard of living and quality of life is maintained through appropriate housing, nutrition, medical, dental, and vision plans
- Develop care plans with an emphasis on keeping clients in their homes whenever possible
- Ensure transportation is available when necessary
- Make sure all safety measures are in place
- When housing needs change, assist in finding and securing appropriate care facilities
- Provide expert consulting so all questions about their personal plans for healthcare, housing, and personal needs are met
- Know each client’s medical issues and medications at all times
- Watch for any changes that require additional assistance
- Protect from undue influence
- Ensure social well-being is maintained so that emotional well-being is optimized
Resource Links
Get in Touch
ADDRESS
224 Arcadia Street
San Francisco, CA 94131
PHONE
(415) 728-4864
EMAIL
rebecca@privatefiduciariesofcalifornia.com
