Robertson Fiduciary Services
Private Fiduciary Services
Using a private fiduciary can help relieve a lot of pressure on family and friends. Administering an estate requires enormous time, effort, and research.
What is a Fiduciary?
Fiduciary is a term used to describe a legal or ethical relationship of trust between two or more parties. The duties of a fiduciary vary on a client-to-client basis, however a fiduciary typically takes care of finances or property (known as an estate) for another person’s benefit. A fiduciary must avoid any and all conflicts of interest and may not profit from his/her position of trust.
Do I need one?
Using a private fiduciary can help relieve a lot of pressure on family and friends. Administrating an estate takes an enormous amount of time, effort, and research to be done correctly.
If you or a loved one has a mental or physical impairment, are elderly and need care, do not wish to be a burden to family and friends/don’t have family and friends able to assist, or is looking to avoid conflict among interested party members, fiduciary services may fit your needs.
Explore our key areas of expertise tailored for peace of mind and financial clarity.
Our Areas of Practice
Areas of Practice
A Trustee carries out the terms outlined in a trust document. As a trustee, RFS can manage investments and trust assets, pay trust expenses, protect the trust account and assets, record keeping, and file tax returns.
Power of Attorney
A Power of Attorney grants the Fiduciary the ability to act as an ‘attorney-in-fact’ in both a financial and health care capacity. In financial matters, the Fiduciary can conduct both personal and financial business on behalf of the client. In health care matters, the Fiduciary can make health care decisions, placement, and medical treatment. If a client passes away, the fiduciary will handle the disposition of the body as directed by the decedent’s legal documents.
Conservator
A Conservator oversees the basic care of a client. A conservator coordinates and ensures that proper food, shelter, clothing, and medical care (including consent) are provided. RFS can act as your conservator as of the estate or of the person.
Probate Administrator
A Probate Administrator resolves all claims and distributes the deceased's property under a will, which is the first step in the leagal process of administrating the estate of a deceased individual. Reliable
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Respectful
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Responsible
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Reliable ✦ Respectful ✦ Responsible ✦
About Pamela (P.J.) Robertson
Pamela Robertson is a San Diego, CA native and currently resides in Menifee, CA with her three terriers. She enjoys living the relaxed beach life, keeping up with the latest tech news, and collects fun, vintage, stamps. But only the fun-looking ones.
Education
San Diego Mesa College
Marketing, 19
Professional Fiduciary Bureau
Continued Education
Affiliations
• Lake Menifee Woman's Club
• CA State appointed Fiduciary Specialist
• Professinal Fiducuary Bureau
Licensed in California #332
History of Robertson Fiduciary Services
P.J. Robertson started her career in the customer service industry, learning the values of personalized service and catering to specific needs. Eventually, through common interests, she met Judith Handwerker, who needed the personal level of customer service and administrative skills that P.J. provided (1994). They worked alongside each other until her counterpart was diagnosed with lupus. By this time, P.J. was well on her way to being licensed by the State of California, and became a National Guardian member around the same time.
Judy confidently passed on her cases to P.J., giving Judy time to enjoy her retirement, fight her illness, and be with family. Since then, P.J. has taken on the clients of her senior as well as many cases of her own, branching out to other states (ex, Texas, Oregon, New Mexico, Illinois). She has been repeatedly requested to work with the Native American tribes along the West Coast.
Transparent Pricing, Tailored for You
We believe in clarity from the start. Download our latest pricing sheet to explore packages that fit your needs.
Book an appointment
Use the form below to tell us about your situation, and we will call or email you back to schedule an appointment. Please be as detailed as possible. Please do NOT include any legal documents/social security numbers/bank statements at this time. You may also email or call us to make an appointment. Our general response time is one business day.