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Rick Williams, Private Fiduciary






San Diego Fiduciary
CONSERVATOR   ADMINISTRATOR    ACCOUNTING   TRUSTEE    PROBATE ADMINISTRATION   EXECUTOR

San Diego Fiduciary is dedicated to its clients, striving to treat each individual case with care and dignity. Some of San Diego Fiduciary's responsibilities include:
  • Assisting the mentally ill or disabled in handling their finances
  • Visiting clients and providing transportation to activities, medical appointments, etc.
  • Handling final arrangements for clients who pass away, making sure final wishes are met, and cleaning out and selling real estate and vehicles
  • Real Estate conservatorship or sale, property management, vehicle conservatorship or sale
  • Offering financial guardianship when people who are under 18 receive a large amount of money
  • Making important medical decisions (acting as Durable Power of Attorney)
  • Taking on cases of other fiduciaries who have either retired or not acquired the recently-required license
  • Acting as mediator between disgruntled family members over financial situations
  • Providing care and support for clients with dimentia, developmental disabilities, mental disabilities or head trauma.
  • Working with the Veterans Administration to care for disabled veterans, specializing in cases concerning schizophrenia

Rick Williams goes by many different titles, including:
  • Executor
  • Administrator
  • Receiver
  • Trustee
  • Conservator
  • Payee
  • Special Needs Trustee
  • Special Administrator
  • Durable Power of Attorney
  • Conservator to an Individual
  • LPS Conservator



Please contact Rick to arrange a Free in-home consultation

PO Box 1147
Alpine, CA 91903
Phone: (619) 445-5121 Fax: (619) 512-4510
rjwilliams@mac.com


 

Serving our clients with integrity since 1990