Planning for the future starts with knowing who you can count on.
Who will manage your affairs or carry out your wishes if you’re unable to do so?
For some people, family or friends are the natural choice. Others don’t have someone available or prefer to appoint an independent professional. The SteEli Group provides professional fiduciary services for both planning ahead and situations where help is needed now.
How we can help
Planning Ahead
Explore advance appointments as successor trustee or agent under a financial power of attorney, including preparation and annual reviews.
Fiduciary Services Now
Learn about active trust administration, financial power of attorney services, and professional consultation.
Professional Referrals
For estate planning attorneys and other professionals seeking a fiduciary for a client or exploring whether The SteEli Group may be an appropriate fit.
What does a professional fiduciary do?
A professional fiduciary is someone you appoint to take responsibility for certain financial or trust matters when needed. Depending on your estate planning documents and the authority granted, that may include serving as trustee or managing financial affairs under a power of attorney.
The role is different for every person. What a fiduciary can do, and when that authority begins, depends on the documents, circumstances, and applicable law.
Meet Stephanie Rosso, PhD, CLPF
California Licensed Professional Fiduciary #1673
Before becoming a professional fiduciary, Stephanie spent more than 20 years working with children, young adults, and families navigating special needs and complex circumstances, along with extensive experience in healthcare leadership and business operations.
She founded The SteEli Group to bring that experience in complex systems, coordination, communication, and problem-solving to fiduciary work and thoughtful future planning.
You don't need to have everything figured out before reaching out.
Tell me a little about what brings you here. I'll review your inquiry and follow up about appropriate next steps.