When the moment arrives, someone you can trust is already by your side.

  • Health Care Agent
  • Future Care Planning
  • Dementia & Care Coordination

Fiduciary Continuum Management Services (FCMS) is a California professional fiduciary practice specializing in health care decision-making, future incapacity planning, and continuity of care for older adults. We help individuals and families prepare before a crisis, coordinate care and transitions when needs change, and serve in formal fiduciary roles when appropriately appointed. Our focus includes dementia, solo aging, couples planning for future incapacity, and families who need reliable professional support in San Diego County, especially North County, and nearby southern Orange County and southwest Riverside County.

The coast at golden hour.

How working with FCMS begins.

Fiduciary appointments.

  1. Initial consultation and assessment of the proposed role.
  2. Review of authority, documents, and engagement requirements.
  3. Formal acceptance and commencement of responsibilities.
  4. Ongoing administration, communication, documentation, and reporting as required by the appointment.

Limited-scope projects.

  1. Initial consultation.
  2. Definition of scope, deliverables, and budget.
  3. Project coordination or planning.
  4. Delivery of the agreed written report, plan, or handoff.
Family tree icon — the families and individuals a professional fiduciary serves.

Who this is for.

Most of the people who reach us are adult children, somewhere in their forties or fifties or sixties, who are trying to do right by a parent who is older or unwell or both. They are not lawyers. They are not fiduciaries. They are people who love someone and who have realized that loving someone is not the same as being able to do all of this alone. That is the person we are built for.

We also work with attorneys, CPAs, and care managers who need a neutral professional to take on the role their client cannot fill themselves — and with individuals who are planning ahead for their own care or estate while they still have the clarity to make those decisions well.

Accuracy is more reassuring than reassurance.

Dr. Alla Patish-Preobrazhenskaya, DMD, CLPF, CDP, NCG

If you want to read first.

We keep a library of plain-language guides — for families weighing whether to hire a professional fiduciary, for adult children navigating their first conservatorship, for individuals planning ahead while they have the clarity to do it well. Start wherever your question is.

Browse the guides →

Consultations are by appointment.
All conversations are held in strict confidence.

Request a Consultation