Fiduciary Management Technologies principals provide
professional fiduciary services to a wide variety of consumers:
from the very vulnerable of our society, the elderly and those
who need assistance in making sound day to day financial and
health care decisions, to acting as a Trustee and carrying out
the terms of a special needs trust, living trust or
administering a decedentís estate. We may be court appointed or
hired privately and act as a trustee, personal estate
representative, conservator or guardian.
FMTís professionals will act as an advocate for families dealing
with health care providers, caregivers, and attorneys involved
with the care of their loved ones when family members can no
longer handle the pressure of these health and financial
decisions or when they may be separated geographically.
Private Professional Fiduciaries offer a number of advantages
over a Corporate Fiduciary such as a bank trustee. We are
trained and experienced and will:
Be available and
capable of acting quickly when unexpected events occur.
Be the person who
regularly handles the case day to day needs.
Identify and secure
investment opportunities, health care choices and products
through a wide range of resources not bound by corporate ties.
Act as a neutral,
third party when a family controversy arises.
Since January 1,
2008 Professional Fiduciaries in the state of California must be
licensed through the California Department of Consumer Affairs.
FMTís principal, Marilyn Bessey, is a California licensed
fiduciary, license number 273. Marilyn is also a member of the
Professional Fiduciary Association of California, serving on the
Northern California Regional Board of Directors and as Chapter
Representative for the Sacramento Region.