Sugita Fiduciary, Julie Sugita, California Licensed Fiduciary
619-980-6416
Business Information
California Licensed Private Fiduciary, San Diego, Trustee, Court Appointed guardian, Conservator, Successor Trustee, Trustee of Estate, Power of Attorney, Agent for FinanceAssess your individual care and personal needs and help develop a plan of care tailored for you, Provide experienced compassionately objective healthcare advocacy, Consult with primary care physicians, specialists and other healthcare professionals to address your particular care needs, Personally escort you to medical and dental appointments to provide oversight, assistance and objectivity, Help coordinate your appointments and schedules, Provide daily money management and bill paying services, Act as liason to caregivers, family members and financial, legal and medical advisors, Coordinate transportation, shopping, and other personal needs, Perform financial oversight , Fulfill Trustee or Successor Trustee duties to ensure estate planning needs and obligations are dutifully met by acting on your behalf,
California Licensed Fiduciary, Trustee, Court Appointed guardian, Conservator, Successor Trustee, Trustee of Estate, Power of Attorney, Agent for Finance
2010
Professional Fiduciary Association of California, associate member, Board of Directors, George G. Glenner Alzheimer?s Family Centers, San Diego, Board of Directors, LightBridge Hospice Community Foundation, San Diego
California Licensed Professional Fiduciary #447 ? State of California, Professional Fiduciary Bureau
| MONDAY | : | 9:00AM | - | 5:00PM |
| TUESDAY | : | 9:00AM | - | 5:00PM |
| WEDNESDAY | : | 9:00AM | - | 5:00PM |
| THURSDAY | : | 9:00AM | - | 5:00PM |
| FRIDAY | : | 9:00AM | - | 5:00PM |
| SATURDAY | : | 10:00AM | - | 2:00PM |
Business Description
A private fiduciary serves professionally for a fee and must be licensed by the State of California. A private fiduciary may serve by agreement as a trustee of an estate, consultant, representative payee or as Agent under Durable Power of Attorney (DPOA). As DPOA, a fiduciary may act as Agent for Finance or Healthcare under Advance Care Directives. Private fiduciaries also serve by court-appointment as guardian, conservator or personal representative of an estate.
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