Sunrise Fiduciary

The beginning of a new day

Welcome!

 

Sunrise Fiduciary is an independent firm with a strict policy of loyalty and impartiality to a trust.  It's a brand new day, and our professionally licensed fiduciaries bring a fresh start with a new authority to all trust and conservator needs. Having a professional fiduciary means there is no family misunderstanding, conflict of interest, or confusion in trust management.  We are professionally trained, ready to step into an established trust or conservatorship, and are knowledgeable of all court requirements.  Let us secure the estate, uphold the Settlor's directive, and create the investment environment guaranteed to protect assets for years to come. 

We are dedicated to the growth of the trust corpus.  We do not sell financial products.  You can be assured we will uphold all Uniform Prudent Investment Act (UPIA) rules by investing with the required fiduciary standard.  Our team of talented professionals are committed to building lifelong relationships with clients based on honesty, prompt service, and results.  We use semi-standard deviation to make sure trust investments are well diversified, and will provide for many years to come. 

What is a Professional Fiduciary?


A fiduciary is a person who assumes responsibility for a position of trust. They manage financial services for seniors, disabled, developmentally delayed persons, and children.  Sometimes this includes daily care, housing, and medical needs.  Courts may appoint a professional fiduciary as a neutral third party in order to protect the vulnerable and incapacitated from those who would neglect, abuse, or exploit them.  Financial services range from basic bill paying to estate and investment management.  As Trustees, they are held to a high duty of loyalty, reasonable care in managing trust assets, and for discharging the trust purposes.

 

Professional Fiduciaries are required:
 
  • To be licensed in the State of California
  • To annually verify ongoing education as part of their licensing requirement
  • To maintain ethical standards
  • To remain competent, or face penalties

 

We at Sunrise Fiduciary are California Licensed Professional Fiduciaries (CLPF), as well as Certified National Guardians.  We are part of a group of licensed fiduciaries who are required to know and adhere by California Probate Code, in order to perform our services.

 

We would be delighted to help you with all your trust and conservator needs.  Contact us today!