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Welcome

Mary ChapotiStock_000004837716_ExtraSmallMary Chapot, owner of Trust & Grace, is a professional fiduciary licensed by the State of California to assist seniors and people with disabilities with legal, financial, medical and personal affairs. Mary offers both Fiduciary and Daily Money Management services.

Because people turn their lives and fortunes over to us for safekeeping, we commit ourselves to practice with the highest possible level of integrity and compassion.

What is a Fiduciary?

Fiduciaries act on behalf of others in situations that require great trust, honesty and loyalty. They serve as court ordered guardians and conservators when managing the property and personal care of vulnerable adults and seniors. They also serve as personal representatives (executors) of estates. By private arrangement, fiduciaries act as daily money managers, trustees, representative payees, and agents under financial or health care powers of attorney. Both professional ethics and personal morality require that the fiduciary act at all times in the client’s best interest and with undivided loyalty. The word “fiduciary” means trust (fiducia) and faith (fides).

Our mission is to help each client maintain as much independence and control over their own affairs as possible keeping in mind that all people deserve to be treated with dignity and respect regardless of circumstances.

Trust & Grace – two of life’s greatest gifts