Choosing The Best Professional Fiduciary
Angelique Friend reviews are among the most important things to consider before selecting a professional fiduciary to work with you in your will and probate needs. With the majority of Angelique Friend’s reviews being positive, then she may be the best choice for you. Angeline is a professional fiduciary licensed by the State of California, specializing in Conservatorships, Trust Administration, and Probate Administration. Learn more about Fiduciary Services and the top 3 Angelique Friend reviews to help inform your decision on choosing her as your best fiduciary professional.
What Is a Fiduciary?
A fiduciary is defined as a person who has an obligation to act primarily in another party’s best interest. A fiduciary’s responsibility can be held by many different types of individuals and entities, including but not limited to: attorneys, doctors, accountants, stockbrokers, and financial advisors. This responsibility requires complete honesty, transparency, and a thorough understanding of one’s ability to meet clients’ individual needs.
Who Needs a Fiduciary?
A fiduciary is an individual or business appointed by a court to handle legal, financial, and property issues related to probate. If you have complex financial affairs—or know you’ll face probate when you pass away—you may want to seek out a professional fiduciary who can help manage your affairs. Even if your affairs are simple, it’s smart to have a conversation with a professional fiduciary like Angelique Friend and find out what she can do for you. After all, having a plan in place in case something happens to you means not having to worry about whether family members will be able to move forward after you’re gone. When it comes down to it, considering how much time and money goes into finding the right professional like Angelique (and fighting over who gets access to assets), isn’t peace of mind worth just a few minutes of your time?
What Are All the Things a Fiduciary Should Not Do?
A fiduciary is a person who manages assets or property on behalf of another party. Fiduciaries are protected from liability and must act in their clients’ best interests, with honesty and integrity! Fiduciaries should not directly represent or deal with any other parties involved in their client’s affairs. A fiduciary must maintain an appropriate emotional distance between herself and her client to ensure she remains objective in all matters concerning her client’s affairs. Clients deserve nothing less than full disclosure, transparency, and objectivity during their time of need. Angelique Friend has always strived to be an absolute role model for being a professional fiduciary. With years of experience in being a professional fiduciary for many individuals – you can rest assured knowing that Angelique Friend will provide you with top-notch service at competitive prices so you too can benefit from her experienced services as well as knowledge of the law.
Where Can I Find Reviews and Testimonials About Angelique Friend’s Services?
Angelique Friend is located in California and has worked as a professional fiduciary for over fifteen years. Angelique Friend is dedicated to making sure her clients are happy with her services. To read more reviews about Angelique, you can visit her website at https://caprobateservice.com/, or you can also check her excellent reviews below.
Why Choose Angelique Friend as Your Professional Fiduciary?
Angelique Friend is a California-based professional fiduciary with probate and trust administration services in California. She is a Ventura County Bar Association member, certified with the Center for Guardianship, and is licensed through the Professional Fiduciaries Bureau. She has strong academic and professional qualifications, including a Bachelor’s Degree in Business from California Lutheran University and a Master’s Degree in Business with an emphasis in Financial Planning. Angelique also has some experience as an entrepreneur and business owner. She can help you in all areas of Conservatorships, Trust Administration and Probate Administration.
Top 3 Reviews and Testimonials of Angeline Friend
Angelique Friend is one of these rare professional fiduciaries. Here are some reviews and testimonials from clients and colleagues who have seen her service first hand and have given her some of their valuable time to share what they think about Ms. Friend and her company, Probate Services Inc.
“It is my experience that Angelique Friend and her capable staff of case managers maintain the highest degree of ethics and care with their clients. AF Probate provides personal care and attention to detail and is highly respected in the legal community.”
-David E., Attorney at Law, Certified Specialist Estate Planning, Trust and Probate Law
“I have known Angelique Friend in her capacity as a private professional fiduciary for over five years. As an attorney, I have been practicing in the area of probate, trust administration, guardianships, and conservatorships for 38 years. I have a very high level of expectation for the performance of a private fiduciary. I and the attorneys of my office have interfaced with miss Friend in multiple cases in which she has served as a private fiduciary. In some of those cases, she was appointed by the probate judge in the superior court to serve as a neutral professional fiduciary. In other cases, she was selected by private individuals as the executor, conservator, or durable power of attorney for them. She has consistently demonstrated a high level of personal integrity and professional competence. Most importantly, it has become evident to me that she truly cares about the needs and welfare of the people she serves. Her consistent, professional performance and consistent willingness to place the needs of her clients first, has led me to recommend her as a private fiduciary to my own clients who need such services.”
-Robert B., Attorney
“We know that when we work with Angelique and her team of case management and office staff, problems get solved quickly and in the best interest of all concerned. She is a true professional conservator who understands the issues facing people who can no longer handle their own financial or personal affairs due to physical, mental, or family issues getting in the way.
Angelique’s company, Probate Services, Inc., can handle any situation with fairness, compassion, objectivity, honesty, and accuracy, being fair to all parties concerned. We have worked with a number of conservators and know from experience that “Angel” is hands-on. She always takes the best course of action for her clients.
It is our honor to highly recommend her company. Angelique is integrity personified.”
How To Get in Touch With Angelique Friend
If you’re planning to put your estate in trust, it’s a good idea to talk with Angelique Friend. She is President of Probate Services Inc. and has worked on many high-profile trusts and estates. She has over 15 years of experience as a professional fiduciary, dealing directly with California probate law. Get in touch by visiting her website.