http://www.phiscoseniorservices.com/
Phisco Fiduciary helps people maintain maximum independence and self-reliance by providing assistance with financial affairs – from day-to-day matters to wills, estates and trusts.
Scott Phipps is a California Licensed Professional Fiduciary who brings remarkable experience and credentials to serve you.
His business management experience with non-profit organizations promotes social awareness and values in his work. In addition his spirital pursuit including a Masters of Divinity and subsequent life as an ordained clergy and bishop granted him discernment with complex affairs with complete confidentiality. Scott’s personal and professional skills have united as a Fiduciary and he is proud to be serving the State of California with an expert team and professional advisors.
Our Vision: To uphold the highest Fiduciary standards and practices; advocate and protect clients civil and legal rights for maximum independence and self reliance, and adhere to the code of ethics of the Professional Fiduciary Bureau and the Professional Fiduciary Association of California.
Services
Trustee
We can serve as your Trustee or Successor Trustee when there is no appropriate family member or friend to administer your trust. In addition, we have the added advantage of being independent and impartial. We also serve as Trustee for Special Needs Trusts, Charitable Trusts, and Trusts for special care of your beneficiaries including pets.
Executor / Administrator of Estates
We can carry out the directions of your will, including disbursement of property, identifying potential additional heirs, finalizing debt payments, creditors’ claims, and taxes .
We can administer estates in the event there is no, will or where the executors named in a will do not wish to act—in which case a court may appoint an administrator of the deceased’s estate.
Conservator of the Estate/Person
We can act as a court-appointed conservator of a person / estate for anyone who is unable to provide properly for his or her personal needs, unable to manage his or her own financial resources, or to aid in avoiding fraud or undue influence.
We can act as a court-appointed limited conservator of a person / estate for a developmentally disabled adult to promote and protect their well-being.
Bill Pay Assistant/Daily Money Management
We can provide a wide range of personal business assistance to clients who want help managing their day-to-day affairs, with an aim towards helping any person to keep control of finances, bills, accounts, deposits, etc.
Power of Attorney
We can act as a power of attorney (POA) on behalf of any person to manage their private affairs, business, or other legal matters for people who need such assistance.
Referrals
We can provide experienced professional referrals to legal, tax, investment, in-home caregiving and other service providers as needed.
