JDP Fiduciary Agency LLC provides professional, court-appointed and private fiduciary services with a focus on dignity, independence, and responsible decision-making. We specialize in assisting adults who require support with personal, financial, or estate matters, ensuring their rights and preferences remain at the center of every decision.
With over a decade of direct experience supporting diverse individuals across complex systems, JDP Fiduciary Agency delivers ethical, transparent, and compassionate advocacy.
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Professional Guardianship
We support individuals who need assistance with personal decision-making, including:
• Healthcare consent and coordination
• Residential placement and safety planning
• Advocacy with medical providers
• Monitoring well-being and quality of life
Our guardianship services prioritize autonomy, dignity, and the least restrictive environment possible.
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Conservatorship / Estate Management
Comprehensive, accountable financial oversight:
• Managing income and assets
• Paying bills and handling debts
• Budget development and monitoring
• Property oversight and protection
• Tax coordination and reporting
We maintain strict compliance with court requirements, recordkeeping standards, and ethical financial stewardship.
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Trustee Services
Serving as trustee or successor trustee for individuals and families:
• Administering trust assets
• Distributing funds according to trust terms
• Investment coordination with licensed professionals
• Detailed accounting and reporting
We ensure trust intentions are honored now and into the future.
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Representative Payee
Managing government benefits (SSA, SSI, etc.) responsibly and transparently:
• Budgeting funds for housing, utilities, food, medications
• Preventing misuse and financial exploitation
• Annual reporting and documentation
We provide stable oversight to protect vulnerable beneficiaries.
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Power of Attorney Support
Acting as agent for individuals requiring assistance with:
• Financial transactions
• Healthcare decisions
• Benefit administration
• Property management
We serve only in the principal’s best interest and according to clearly defined terms.
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Estate Administration
Post-death support including:
• Collecting and securing assets
• Paying final bills and obligations
• Coordinating with legal counsel
• Distributing property to heirs
We handle details with professionalism, respect, and transparency.
