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.

Our 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. 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.

Our commitment to ethical and legal standards is unwavering, as is our dedication to upholding your rights and well-being. We 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

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

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.