Staffed by California Licensed Professional Fiduciaries including CLPF #832 and CLPF #1233, ProFiduciary, Inc. operates from Third Avenue in downtown San Diego's Bankers Hill district. The firm administers trusts, probates, and conservatorships for clients residing in Bankers Hill senior care facilities such as Westminster Manor, coordinating medical directives, property management, and financial reporting for incapacitated beneficiaries. Founded in 2005, ProFiduciary manages fiduciary assets across entity structures including revocable and irrevocable trusts, LLCs, S and C corporations, family limited partnerships, and special needs trusts funded under court settlement. The team coordinates with outside attorneys, CPAs, investment managers, and property managers—operating as the liaison between beneficiaries and their designated advisors while fulfilling all annual accounting and Judicial Council reporting requirements. Trust portfolios under ProFiduciary's administration encompass residential, commercial, and agricultural real estate alongside securities positions, with investment oversight often involving downtown wealth specialists such as Hawk Street Wealth for portfolio rebalancing within fiduciary prudent-investor guidelines. The firm's most complex mandates involve multi-beneficiary special needs trust administration under 42 U.S.C. § 1396p(d)(4)(A) and (C), requiring Medi-Cal and SSI eligibility preservation while managing real estate, business interests, and structured settlement annuity streams.