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SUNCOAST PROFESSIONAL FIDUCIARY SERVICES, LLC

When Trust Matters Most

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A PROFESSIONAL YOU CAN TRUST



Suncoast Professional Fiduciary Services, LLC is a small, private fiduciary firm
in Clearwater, Florida.

A Professional Fiduciary is someone that you, your loved ones, the courts, and
other professionals entrust to safeguard your interests and desired quality of
life.

My name is Gigi Khalsa. I serve as care manager, professional guardian &
fiduciary, a trustee, healthcare surrogate & advocate for clients in Pinellas
County. I am here to make life a little easier and protect you and your family
from unforeseen risks.




FOCUSED ON THE CLIENT

At Suncoast Professional Fiduciary Services, our unwavering commitment revolves
around our clients. We understand the unique and complex challenges individuals
may face, and we are dedicated to providing comprehensive support tailored to
their specific needs.


SERVICES

Guardianship and Advocacy As your legal guardian, we ensure that your rights and
best interests are always protected. We advocate for you every step of the way.

Care Management We coordinate your personal care and well-being, including
medical care, housing, and daily living needs. Your comfort and quality of life
are our priorities.

Financial Management We manage your financial affairs, handling budgeting, bill
payments, investments, and estate planning to secure your financial future.

Healthcare Surrogate When you can’t make medical decisions, we step in to ensure
you receive the best possible care and treatment.

Trustee Services As trustees, we manage trust assets, distributions, and ensure
legal compliance, all in your best interest.



CLIENT-CENTERED APPROACH



We maintain open and transparent communication with you and your family,
ensuring that everyone involved understands your rights and the available
options. Our goal is to provide guidance and support, helping you navigate
complex situations and crises effectively.

Your well-being is at the heart of everything we do. We are prepared to handle
emergencies and unforeseen events, always working to secure your best interests.


WHAT IS A FIDUCIARY?

A fiduciary is more than just a guardian; they are a trusted advocate,
protector, and decision-maker who can serve as trustee and navigate your
financial best interests representing you with financial and legal
professionals. At Suncoast Professional Fiduciary Services, we take on the
essential role of a fiduciary for those who require our services.

As fiduciaries, we are legally bound to act in your best interests. We oversee
your personal care, manage your financial matters, and make critical healthcare
decisions as your surrogate when needed. We serve as both stewards and
advocates, ensuring that you receive the care, support, and protection you
deserve.

My commitment to ethical and legal standards is unwavering, as is my dedication
to upholding your rights and well-being. I follow the Standards of Practice
outlined by the National Guardian Association. I believe in transparency,
accountability, and open communication with all parties involved.

Discover the significant role of a fiduciary in safeguarding your interests and
ensuring your needs are met. Suncoast Professional Fiduciary Services is here to
provide the guidance and support you require.


ETHICAL STANDARDS

Professional Guardians & Fiduciaries must adhere to the highest ethical and
legal standards, prioritizing their clients’ best interests above all else. At
Suncoast Professional Fiduciary Services, my commitment to these principles is
unwavering.

Guided by Florida Statute 744, Florida Administrative Code 58M, and the National
Guardianship Association’s Ethical Principles Guidelines, I ensure our practices
uphold the highest levels of integrity, transparency, and accountability.

In my practice, I incorporate Supported Decision Making into my care, empowering
clients to make informed choices about their lives. Even under guardianship,
clients continue to participate in decisions with my support ensuring their
preferences are respected.

By maintaining these rigorous standards, I provide peace of mind and trust,
safeguarding clients’ well-being and ensuring comprehensive care and protection.


WHO NEEDS A FIDUCIARY?

Fiduciaries play a crucial role in supporting individuals who require help in
managing their personal, financial, and healthcare affairs. Here are some
situations in which someone may need the assistance of a fiduciary:

Elderly Individuals As people age, they may become unable to manage their
financial matters, make medical decisions, or handle daily living needs.
Fiduciaries can step in to provide the necessary support and advocacy.

Incapacitated Individuals Those who are incapacitated due to illness, injury, or
disability may require a fiduciary to make decisions on their behalf,
safeguarding their rights and welfare.

Trust Beneficiaries Trust beneficiaries benefit from fiduciary oversight to
ensure that trust assets are managed and distributed according to the trust’s
terms.

Vulnerable Adults Vulnerable adults who are at risk of exploitation or abuse can
find protection through the guardianship and advocacy provided by a fiduciary.

Complex Financial Situations Individuals with complex financial affairs,
multiple investments, and estate planning needs may benefit from a fiduciary’s
expertise in managing their assets and planning for the future.

At Suncoast Professional Fiduciary Services, we are here to meet the diverse
needs of our clients, providing compassionate, experienced, and client-centered
fiduciary support. Whether you or your loved ones fall into any of these
categories, we are here to ensure your rights, interests, and well-being are
always protected.






QUESTIONS?

Click here to email me






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RECENT POSTS

 * Integrating Supported Decision Making
 * Navigating Guardianship in Florida
 * An Holistic Approach
 * Managing Trusts
 * How to Choose the Right Professional Guardian

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