Palm Desert Fiduciary Services is a California-licensed professional fiduciary firm specializing in providing trusted, personalized support for seniors, minors, and disabled individuals who can no longer manage their own affairs. The firm stands out for its commitment to maintaining clients’ quality of life with respect, dignity, and honesty.
Led by Arthur C. Passante, a licensed Professional Fiduciary (#607), the firm tailors its services to meet the specific needs of each client, offering advocacy and legally responsible representation. It focuses particularly on protecting vulnerable members of the community by overseeing both their financial and physical well-being, ensuring that all actions are taken in the client’s best interest.
Services Offered
- Successor Trustee services
- Trustee for Special Needs Trusts
- Durable Power of Attorney for Finance (DPOA) Agent
- Healthcare Agent (AHCD)
- Court-appointed Conservator
- Court-appointed Guardian
- Elder care and support services
- Trust administration
The firm serves clients throughout California and is dedicated to upholding the highest standards of fiduciary responsibility as regulated by the California Professional Fiduciaries Bureau.
