Profiducia

Financial Advising | Risk Management | CPA | Attorney

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How we care for you and provide peace of mind

Profiducia is a business that provides fiduciary services with discretion, trust, and integrity. Typical engagements for Profiducia include:

When you need a fiduciary in the future: when you are updating your estate plan and you want a team of professionals ready to take care of things for you when the time comes. Roles include Personal Representative, Agent Under Power of Attorney, Trustee and others.

When you need a fiduciary today: when you want a team of people you can count on to take care of your business needs right now, such as your household books and bill paying, being the neutral project manager of a complicated situation, and more. Common roles include Agent Under Power of Attorney, PR (Personal Representative), or Trustee.

When you have a special project or need other assistance: when you are in a fiduciary role as a PR, and you want assistance from a team who has been through it before.

Financial Plan

The choices we make that result in how we fund our life plan. It is the work we choose and the remuneration we get from it that finances the way we choose to live our lives.

Legal Plan

Actions we take to protect our life and financial plans. It is the memorializing of our intentions for our earthly possessions for a time when we are not able to execute our own plans. Legal plans are a life raft on the ocean liner of life. Our journey is mapped out by ensuring our financial plans are secure and protected for our loved ones .

Life Plan

How we spend our life personally, professionally and in our communities. It is the result of conscious planning that leads to where and how we live, spend our time, build our family structures, and more.

How We Care for You

HOW WE PROVIDED PEACE OF MIND
FOR BETTY TO HELP
ORGANIZE HER FINANCES

At 73, “Betty” was at a point in life where getting her personal financial situation organized was daunting. It wasn’t that she didn’t have any resources, it was just hard to get them corralled in a good way. So much paperwork! Profiducia helped Betty by streamlining the paperwork, simplifying the flow, and taking care of the deadlines and details. Peace of mind for Betty!

HOW WE CARED
FOR
THE WRIGHT FAMILY ASSETS

With homes in Seattle and the San Juan Islands, 6 cars, 3 boats, and a very busy travel schedule, the Wrights need a discrete team of professional fiduciaries today to keep track of their details, anticipate their needs, and be ready when needed.

HOW WE PROVIDED
PEACE OF MIND FOR
THE ESTATE OF WILLIAM JONES

At 93, Mr. William Jones passed away in his home in Tacoma and a Last Will & Testament has not been found. His one remaining family member lives in Connecticut and is unable to travel. Profiducia is appointed as the administrator of the estate of William Jones and manages the project of closing his estate.

HOW WE PROVIDED
PEACE OF MIND
FOR MR. & MRS. SANDERS

Larry and Trish Sanders are updating their estate plans with their attorney, and they want to avoid burdening one of their three children with the job of being their “executor.” By engaging Profiducia as their future fiduciary the Sanders enjoy peace of mind knowing a neutral, experienced team is prepared to carry out their wishes.

HOW WE CARED FOR
DON & SHARON
DURING THEIR DIVORCE

After 30 years, Don and his wife were ending their marriage and they needed a neutral party to gather documents, keep bills paid, and deal with administrative details in a discreet and professional manner as they structured their plans to go forward in life.