Code of Ethics

Recognizing that the care of the Client is the prime responsibility, SAFE Planners  shall provide services with respect for the dignity and uniqueness of each Client.  Acting as an advocate in safeguarding the Client’s civil and legal rights, the Professional Fiduciary shall make decisions that maximize and protect the rights of the Client, and allow for maximum independence and self reliance.


Members of the Professional Fiduciary Association of California Shall:

  •  Judiciously protect the right to privacy by keeping confidential the affairs of the Client.
  • Comply with all statutory requirements, be knowledgeable of applicable policies and procedures and keep informed of existing Local, State and Federal Laws as a minimum guide for the fulfillment of responsibilities to the Clients.
  • Never exceed the bounds of legally granted authority.
  • Maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.
  • Cooperate with colleagues to promote common interests and concerns and facilitate ethical and competent professional performance.
  • Accept their professional fees as the total compensation for services.  Fiduciaries, their associates or their family shall not benefit personally from any estate transaction.
  • Manifest personal integrity and assume responsibility and accountability for individual judgments.
  • Avoid any conflict of interest or appearance of conflict of interest.
  • Seek and maintain competence in professional skills and contribute to the ongoing development of the profession’s body of knowledge.
  • Manage estates prudently; with care and judgment, maintaining detailed fiduciary records.
  • Seek competent professional advice where this knowledge would benefit the Client.
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We Act As

• Trustees
• RN Certified Care Managers
• Conservators of Person and/or Estate
• Executors of Wills
• Agents under Power of Attorney
• Agents for Advanced Health Care Directives
• Advocates to support and enhance quality of life
• Bill Pay/Money Managers to protect from financial abuse
• Consultants for family members acting in a fiduciary role

Contact Us When

• A professional with extensive experience is needed
• Looking for assistance in maximizing independence
• Needing liaison between medical community and families
• Assistance is needed for long or short term medical needs
• Wanting to avoid burdening family or friends
• Wanting to avoid conflict among family members
• There is no appropriate family or friend to act on your behalf
• Elder Abuse is suspected
• Assistance is needed to fulfill a fiduciary role