Everyone deserves an advocate, especially as we grow older or we are at our most vulnerable. Digging through legalese jargon all alone can be difficult and overwhelming.
You may have been referred to a fiduciary by your attorney, the court, or a loved one. Whatever the case, Verity Fiduciary can walk you through the process and make it clear and straightforward, and explain things to you in terms that are relatable and that you understand.
Unless someone like you cares a whole awful lot, nothing is going to get better. it's not.
One of the most important things you can do on this earth is let other know people know they are not alone.
All advocacy is, at its core, an exercise in empathy.
Activism is my rent for living on the planet.
Advocate like a Mother.
Services
Trusts
A trustee is a person named by the creator of the trust to carry out his or her duties either because of incapacity or death. The trustee has the legal and ethical responsibility to carry out the terms of the trust as set forth in the trust document.
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- administers the trust
- safeguards the assets of the trust for the benefit of the beneficiary
- make prudent investments and financial decisions
- report to beneficiaries, while maintaining an unbiased and professional relationship
- File taxes
- submit accountings as required
Special Needs Trust
A Special Needs Trust, or SNT, is a subtrust set up by the trustor that allows a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. There are very specific regulations and requirements involved in the special needs trust sector, and Verity Fiduciary Services stays current with all the fundamentals, and public benefits/restrictions that can effect the SNT. Verity works to develop a holistic plan for all consumers while remaining mindful of the strict guidelines that can sometimes result in dollar for dollar consequences.
Conservatorship
If a time comes when a person needs help with the daily living activities &/or finances, the person who is legally appointed to manage their estate &/or person is a Conservator.
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A Conservatorship is a legal tool to provide management for the personal &/or financial affairs of individuals deemed by the court to be mentally or physically incapacitated.
- The Conservator of the Person is appointed to make decisions regarding the health and welfare of a person while the Conservator of Estate is responsible for the prudent use and protection of the conservatee’s assets.
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- Advocate on behalf of the client
- Oversees personal and medical care
- arrange for services
- Monitor living arrangements
- provide help with coordination of care
- locate and protect assets
- pay bills and manage health/home/care insurances
- apply for available benefits
- manage and invest retirement accounts
- submit court accountings as required
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Durable Powers of Attorney
A Power of Attorney is a legal instrument to delegate legal authority to another, in this case, a fiduciary. By executing a power of attorney, you are giving legal authority to a representative to make property, financial, medical, and other legal decisions on your behalf.
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There are many reasons you may need a power of attorney implemented, many times on a temporary basis, whether it be overseas, deployed, incarcerated, or part of a long-term life plan in the event you become incapacitated.
- follow the wishes laid out in the POA instrument regarding medical decisions
- manage financial assets and file tax returns on client’s behalf
- make end of life decisions
Probate
Probate is the legal process after a person has died, the deceased person’s will is validated by the court and their assets are distributed accordingly.
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The fiduciary named as the executor acts as the personal representative and is responsible for managing the estate and following the probate Rules of Court and procedures.
Pricing
FAQ
Fee Schedule and Terms
HOURLY FEE SCHEDULE : Flat fee of $165 per hour
Fee Schedule for Marijke Priest , CLPF # 1236
*hourly rate subject to change with 30 day advanced written notice
Services include acting as Trustee, Financial Power of Attorney, RepresentativePayee, Estate Representative, Conservator of Person, Guardian, and Guardian ad litem.
- The Trustee will be responsible for all 3rd party charges including but not limited to: shipping, insurance, re-registration, valuation, notary, tax return filing, accounting, 3rd party real property and 3rd party management fees, and any legal expenses.
- Should a service be delegated to a 3rd party such as a CPA, financial advisor, outside counsel for purposes of advising the fiduciary, estate sale management, property management, art, jewelry, vehicle (etc) expert to properly administer the trust/estate, such services are paid by trust/client assets.
- Trust real estate sales may be subject to a 1% fee
- Extraordinary fees can be requested for but not limited to tax issues, legal and title research, real property sales, significant conflict, cases involving complicated circumstances or more than usual responsibilities or repeated discretion in the exercise of discretionary powers for distribution of principal or income, micromanagement of assets or distributions or actions of beneficiaries, and litigation/non-judicial settlements as approved by the court
Note – Marijke Priest and Verity Fiduciary Service provides professional fiduciary assistance but does not offer any legal advice.
State Rate Regulations
About us
Marijke Priest
Owner – Verity Fiduciary Service
1. My name is Marijke Priest
2. I am a California Licensed Professional Fiduciary, and those are the 2 most complicated things about me.
I was born in The Netherlands into an Air Force family, and moved to the United States as a young child, ending up on the Central Coast in 1985. I am a Morro Bay High School graduate, and have a B.S. in Social Sciences with a minor in Criminal Justice from Chapman University.
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Beyond advocacy and public service, I have enjoyed an active part of alternative education with my now teenage daughter. I am grateful to translate my education and life of care and community into a career that I am ardent and fervent about. I am continuously learning and keeping abreast of the opportunities that a fiduciary can bring to the quality of life to those on the Central Coast.
I have had the honor of volunteering with our local county Ombudsman program, and have a finger on the pulse of what is happening in our aging & vulnerable community. My family also is proactive with ECHO, our homeless population in North County; we don’t want anyone slipping through the cracks of bureaucracy in their greatest time of need.
Please call for a free consultation & thank you for considering Verity Fiduciary.
Family Matters
My greatest joy
Call Verity at (805) 305-7688
From Our Clients
“Honest to a fault, Marijke listens with a careful ear to what really matters most to me and my family.”
LQBTQ Inclusive
We Believe the LGBTQ community is our community and we are committed to supporting …
FAQ
More on our equality policies
We are committed to promoting and upholding gender equality in all aspects of our business. We do not discriminate on the basis of gender or gender identity in our hiring practices, promotions, or other employment decisions. We also support gender equality initiatives in our community and work to ensure that our website and services are accessible to all individuals regardless of gender identity.
Note – Marijke Priest and Verity Fiduciary Service provides professional fiduciary assistance but does not offer any legal advice.
FAQ
Privacy policy
Privacy Policy
We at Verity Fiduciary Service are committed to protecting the privacy of our users. This Privacy Policy describes how we collect, use, and disclose information about you when you use our website verityfiduciaryservice.com.
Collection of Information
We may collect personal information from you when you visit our website, such as your name, email address, and other contact information. We may also collect non-personal information about your visit, such as the pages you viewed, the links you clicked, and other actions you took on our website.
Use of Information
We may use the information we collect from you to improve our website and services, to respond to your inquiries, to personalize your experience, and to provide you with marketing and promotional materials.
Disclosure of Information
We may disclose your personal information to our service providers, such as our website hosting and maintenance providers, or to comply with legal obligations. We do not sell or rent your personal information to third parties.
Gender Equality
We are committed to promoting and upholding gender equality in all aspects of our business. We do not discriminate on the basis of gender or gender identity in our hiring practices, promotions, or other employment decisions. We also support gender equality initiatives in our community and work to ensure that our website and services are accessible to all individuals regardless of gender identity.
Changes to Privacy Policy
We may update this Privacy Policy from time to time. If we make material changes to this policy, we will notify you by email or by posting a notice on our website.
Contact Us
If you have any questions about this Privacy Policy or our practices, please contact us at https://verityfiduciaryservice.com/#contact.