Professional Fiduciary Services in California
Trust administration, special needs trusts, conservatorship, and financial power of attorney for older adults, people with disabilities, and their families. Careful stewardship, clear communication, and decisions that honor the person at the center.
Services
Independent, licensed fiduciary support for individuals and families when the stakes are high and the decisions are personal.
Trust Administration
Serving as successor trustee to manage trust assets, make distributions, coordinate tax filings, and keep beneficiaries informed, in line with the trust and California law.
- Asset inventory and valuation
- Beneficiary distributions and communication
- Accountings and record keeping
Special Needs Trusts
Trustee services for first-party and third-party special needs trusts, administered to protect eligibility for SSI, Medi-Cal, and other public benefits while improving day-to-day quality of life.
- Benefits-aware distributions
- Coordination with special needs counsel
- Court accountings and agency reporting
Conservatorships
Court-appointed conservator of the person, the estate, or both, with an emphasis on supported decision making and the least restrictive option that keeps the person safe.
- Financial management
- Personal care oversight
- Court reporting and compliance
Financial Power of Attorney
Acting as agent under a durable power of attorney for finances, handling bills, banking, property, and benefits when a client needs or wants a professional to step in.
- Bill pay and banking
- Property and benefits management
- Regular reporting to the principal and family
Estate Settlement
Serving as executor or administrator to settle an estate, working with the estate attorney to gather assets, pay obligations, and distribute property to heirs.
- Asset collection and inventory
- Real property sale and preparation
- Final distributions
Care Coordination
Coordinating care providers, medical appointments, housing, and daily needs so clients are safe, comfortable, and treated with respect.
- Care team coordination
- Housing and placement support
- Quality of life advocacy
About Dignity Fiduciary
Dignity Fiduciary is the practice of Lucas Meyers, a California Licensed Professional Fiduciary (CLPF #1498) and National Certified Guardian. Lucas serves older adults, people with disabilities, and their families as trustee, conservator, agent under power of attorney, and estate administrator, in both private engagements and court appointments.
The practice is built on one idea: the person at the center comes first. Lucas works from a supported decision making framework, involving clients in decisions to the fullest extent they are able and choosing the least restrictive option that keeps them safe. He works alongside estate planning and special needs attorneys, CPAs, care managers, and families so nothing falls through the cracks.
Credentials
- Licensed Professional Fiduciary, CLPF #1498
- National Certified Guardian
- Member, Professional Fiduciary Association of California
- National Guardianship Association, Leadership Class of 2026
- Fiduciary Management Certificate, UC Riverside Extension
Practice Areas
- Trust and Special Needs Trust Administration
- Conservatorship
- Financial Power of Attorney
- Estate Settlement
- Care Coordination
Our Approach
We follow a structured, transparent process to ensure your needs are met with the highest level of care and professionalism.
Initial Consultation
We meet to understand your unique situation, needs, and goals.
Assessment
We evaluate your assets, legal documents, and care requirements.
Planning
We develop a customized service plan tailored to your specific needs.
Implementation
We execute the plan with regular communication and transparency.
Fee Structure
We maintain a transparent fee structure based on the complexity and type of services required.
| Service Type | Hourly Rate | Details |
|---|---|---|
Professional Fiduciary Services | $380 | Trust administration, conservatorships, estate management, complex decision-making, power of attorney |
Administrative Services (Primary) | $280 | Record keeping, correspondence, appointment scheduling, basic financial oversight, document organization |
Care Management Services | $200 | Care coordination, caregiver oversight, quality of life management, medical appointment facilitation |
Additional Fee Information
- Complex estates or situations with significant assets may include additional fees based on a percentage of assets under management.
- All fees are clearly outlined in our service agreement before any work begins.
- Court-appointed fiduciary fees are subject to court approval as required by law.
Frequently Asked Questions
Find answers to common questions about fiduciary services.
Contact Us
We're here to answer your questions and discuss how our fiduciary services can help you and your family.
California-based fiduciary services
Available for virtual consultations statewide
Schedule a consultation through our online calendar
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