Trust Administration
Mission Bay Fiduciary provides professional trust administration with precision and care. We manage assets per the trustor’s instructions, including investment oversight, tax reporting, and timely distributions. Our impartial approach ensures compliance with laws, even in complex business, family, or multi-beneficiary situations. We navigate intricate financial structures to protect the trustor’s intent and minimize legal and financial risks.
Financial Power of Attorney
Acting as Financial Power of Attorney (POA/DPOA), we are able to manage financial affairs for clients who are unable to do so. We handle banking, bill payments, investments, and property transactions with transparency and accountability. Our services ensure continuity during illness, disability, or absence and are customized to each client’s needs while meeting all legal requirements.
Probate Administration
We offer comprehensive probate services to help families navigate the legal process of settling an estate. As a court-appointed personal representative, we handle asset identification, debt settlement, tax obligations, and distribution to heirs. We ensure deadlines are met, records are maintained, and all actions comply with applicable laws. Our team provides clarity and compassionate support during a challenging time.
Healthcare Power of Attorney
We serve as Medical Power of Attorney (MPOA), making informed healthcare decisions for clients who are unable to do so themselves. We work closely with medical providers to ensure care aligns with the client’s values, preferences, and documented wishes. Acting promptly and responsibly, we help prevent delays and ensure respectful, appropriate, and timely care during periods of incapacity.
Special Needs Trust (SNT) Administration
We provide skilled management of Special Needs Trusts to support individuals with disabilities while preserving eligibility for benefits like SSI and Medicaid. We administer both First-Party and Third-Party Trusts, ensuring funds are used appropriately for supplemental needs such as therapy, education, and personal care. Our oversight is compassionate, compliant, and tailored to each beneficiary’s unique circumstances.
Supported Decision-Making
Mission Bay Fiduciary offers Supported Decision-Making (SDM) services for individuals—especially solo agers, older adults, and those with cognitive challenges—who want to retain control over their decisions with trusted support. We help clients explore options, discuss choices, and express their wishes. Whether informal or documented, SDM promotes independence and dignity while empowering individuals to make informed decisions helping to preserve their autonomy.