ProFiduciary Inc
  • Home
  • Services
    • Trustee Services
    • Decedent Estate Administration
    • Estate Settlements
  • About Us
    • Tana Cleaves, CLPF
    • Shelley Eskildsen, CLPF
    • Daniel Lanahan, CLPF
    • Shelly Verhoye, CLPF
    • Danielle Campbell, CLPF
  • Testimonials
  • Education
    • Frequently Asked Questions
    • Questions to Ask your Fiduciary
  • Contact
  • Location & Hours

Questions to Ask your fiduciary


  • Ask how long your fiduciary has been practicing and if he/she has handled the types of issues that may arise in your case.
  • Is he/she bondable and insured? How does he/she handle banking and mail?
  • If he/she has employees, have those employees been background-checked and is the fiduciary insured for employee liability/theft?​
  • Does your prospective fiduciary have the background or staff with knowledge of the possible medical issues related to your case?
  • Is he/she knowledgeable about local service providers, and can he/she work well with your established providers?
  • What security measures does he/she have in place to assure that your information is protected?
  • Are his or her computers backed up daily in another location?
  • If there is a natural disaster, what is his or her plan for resuming business as quickly as possible?
  • Does he/she have a succession plan – someone to act as your trustee in case he/she dies before you do?
  • What plans has your fiduciary made if they take a vacation or become ill?
  • Ask for references. You want someone who has provided services to many other families and individuals. 
  • ​What are the fees involved in administration?
Office Location
ProFiduciary, Inc
1842 Third Ave
​San Diego, CA 92101
Office Hours:
Monday - Friday: 8:00am to 4:00pm
Saturday & Sunday:  Closed
Phone | 619-501-4626
Fax | 619-501-3603
​www.profiduciary.com
  • Home
  • Services
    • Trustee Services
    • Decedent Estate Administration
    • Estate Settlements
  • About Us
    • Tana Cleaves, CLPF
    • Shelley Eskildsen, CLPF
    • Daniel Lanahan, CLPF
    • Shelly Verhoye, CLPF
    • Danielle Campbell, CLPF
  • Testimonials
  • Education
    • Frequently Asked Questions
    • Questions to Ask your Fiduciary
  • Contact
  • Location & Hours