Located in Sacramento, California, Carolyn M. Young Fiduciary Services administers the affairs of clients who are elderly, disabled, vulnerable, or who otherwise elect to engage a trustworthy professional for the creation of a trust or will. Fiduciaries can also be appointed by the courts to act as conservators, guardians, or personal representatives of estates. Owner Carolyn M. Young has been providing fiduciary services to the residents of El Dorado, Placer, Sacramento, Nevada, Yolo, and San Joaquin counties in California for more than two decades.
When fiduciaries act as trustees, their role is one of carrying out the terms of a trust document or will. Their duties can include filing tax returns, protecting assets, or overseeing distributions and investments under the terms of the trust document and a strict state probate code. Fiduciaries can also be designated as representative payees to administer client Social Security benefits, and they can hold "agent under power of attorney" status for purposes of medical, housing placement, and final burial decisions.
When fiduciaries act as trustees, their role is one of carrying out the terms of a trust document or will. Their duties can include filing tax returns, protecting assets, or overseeing distributions and investments under the terms of the trust document and a strict state probate code. Fiduciaries can also be designated as representative payees to administer client Social Security benefits, and they can hold "agent under power of attorney" status for purposes of medical, housing placement, and final burial decisions.