Fiduciary Services in the
San Francisco, Bay Area.
At Marble Fiduciary, we’re dedicated to making life easier, providing the care and respect you deserve.
We offer services in San Francisco, California and all throughout the Bay Area.
What is a Fiduciary?
A fiduciary is a licensed professional that helps you navigate your financial and medical needs. We make decisions that are in your best interest.
WE ARE YOUR ADVOCATE!
This duty often involves managing assets or making decisions on behalf of someone else, such as in a trust, estate, or investment scenario. Common examples of fiduciaries include trustees, guardians, and financial advisors.
At Marble Fiduciary, we are committed to upholding high standards of professionalism and compassion, making your well-being and peace of mind our top priorities.
Our Services
Marble Fiduciary provides a full range of fiduciary support
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Acting as your Trustee to manage assets, distribute funds, and ensure your trust’s terms are carried out according to your wishes.
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We advocate for your healthcare choices, making sure medical decisions align with your directive.
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Serving as your agent for both financial and healthcare Powers of Attorney, managing tasks and decisions in alignment with your preferences.
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We are here to offer support from daily life management to personalized healthcare and financial support.
What to Expect with Marble Fiduciary
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1. Personalized Consultation
Understanding Your Needs: We’ll start with a friendly conversation to understand your goals and concerns.
Tailored Approach: We create a customized plan to address your unique needs.
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2. Clear Communication
Regular Updates: We keep you informed with regular updates.
Transparency: We explain each step clearly so you know exactly what’s happening.
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3. Responsible and Ethical Service
Professional Standards: We follow strict ethical guidelines to ensure trustworthy service.
Focused Attention: With a manageable caseload, we’re able to give you the attention you deserve.
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4. Daily Life Assistance
Support with Paperwork: We help organize and manage important documents and daily tasks.
Budgeting and Bills: Our practical approach makes sure your day-to-day finances stay on track.
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5. Healthcare Advocacy
Coordinated Care: We work with your healthcare providers to support your health needs.
Respecting Your Wishes: As your healthcare agent, we make sure your choices are followed.
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6. Reliable Long-Term Support
Ongoing Partnership: We’re here for the long run, providing stability and peace of mind.
Flexible Services: As your needs change, our services adapt to keep supporting you effectively.
Contact Us
At Marble Fiduciary, we understand that choosing a fiduciary is an important decision. We’re here to answer any questions you may have, whether you're looking for more information on our Trustee Services, Advanced Healthcare Directives, or Powers of Attorney representation.
We warmly welcome you to fill out the contact form or call us at (650) 278-0136 and have a friendly conversation about how we can support you or your loved one. Our goal is to provide clarity and reassurance, so please don’t hesitate to reach out. We look forward to helping you navigate this process with confidence and peace of mind.
We’re here for you!