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Fiduciary Services | JEWISH FAMILY AND CHILDREN'S SERVICES

Report

Resource Name:Fiduciary Services | JEWISH FAMILY AND CHILDREN'S SERVICES

Fiduciary Services

address

2150 Post Street, San Francisco, CA 94115

Eligibility

Older adult (age 60 or over)

Required documents

Varies, call for details.
415-449-1200

Voice

·

Phone

415-449-3777

Voice

·

Phone

Application process

Call to apply.

Fees

Fees vary, call for details. Offers a sliding scale based on income.

Service area

San Francisco County, CA

Provides fiduciary services for seniors who need help with management of their daily finances. The objective of the program is to reduce clients' vulnerability to financial abuse and to allow them to remain in their home as long as possible. Services include:

  • Help with paying bills and depositing checks
  • Support for medical claims processing
  • Budget Counseling
  • Additional referrals to appropriate resources

Services are provided within a continuum of authority ranging from payee representation to durable Power of Attorney. Also offers Trustee and Executor of Estate services.

Also offers a weekly food pantry to any client as a secondary service.

Last assured

04/29/2025

Providing organization

JEWISH FAMILY AND CHILDREN'S SERVICES

Nonprofit supporting children, families, and older adults facing personal crises or challenges. Serves residents of San Francisco, Marin, Santa Clara, and San Mateo counties.

Fiduciary Services | JEWISH FAMILY AND CHILDREN'S SERVICES