Welcome

Lee Naujock is a California Licensed Professional Fiduciary (#1188) and National Certified Guardian located in South Orange County, California. 

First licensed in September of 2020, he has built his practice serving in fiduciary capacities including Trustee, Successor Trustee, Executor, Administrator, Conservator, Agent under Durable Power of Attorney for Finance, Healthcare Agent, and third party auditor in both private and court supervised cases. 

Mr. Naujock is experienced in the administration of multi-million-dollar Family Trusts, Special Needs Trusts, Charitable Remainder Trusts, and has assumed fiduciary responsibilities in the most difficult of cases, such as those involving physical abuse, financial abuse, self-neglect, and litigation. His clients have ranged from age 14 to 94 years old. His fiduciary experience includes the management of single family homes, multi unit residential buildings, radio tower sites, equestrian boarding facilities, and other unique properties. 

Beneficiary communication, clear accounting, and detailed recordkeeping are some of his strengths that he brings to the matters that he is a part of. Mr. Naujock employs personally trained staff in his practice that assist with administration tasks while maintaining licensed fiduciary oversight of activities. He has developed a trusted network of professionals in law, accounting, real estate, financial investment, and care management to assist in his duties.

What is a Fiduciary?

A fiduciary is an individual, bank, or trust company who is named in a private agreement or by a court to assume responsibility for a position of trust. Fiduciaries handle affairs on someone else’s behalf while they are still alive and/or after they have passed away.

Fiduciaries can act as a:


Professional Fiduciaries have administrated many trusts and estates etc. They understand the laws and also know other professionals such as lawyers, appraisers, real estate agents, CPAs, and healthcare professionals that may be needed to assist in the successful and efficient administration of a case. 


What is a California Licensed Professional Fiduciary (CLPF)?

A California Licensed Professional Fiduciary (CLPF) is a person licensed by the California Department of Consumer Affairs Professional Fiduciaries Bureau. 

“The Professional Fiduciaries Bureau (Bureau) was created when Senate Bill 1550 (Figueroa) was approved by the Legislature and signed into law by Governor Arnold Schwarzenegger in 2006. The Bureau's mandate is to license and regulate non-family member private fiduciaries, including conservators, guardians, trustees and agents under durable powers of attorney as defined by the Professional Fiduciaries Act.

Professional Fiduciaries provide critical services to seniors, disabled persons and children. They manage matters involving their clients' daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to being responsible for estate and investment management.

To protect this consumer population, the legislation creating the Professional Fiduciaries Bureau requires that all Professional Fiduciaries be licensed by July 1, 2008. In order to be licensed, Professional Fiduciaries will be required to pass an examination and to complete 30 hours of qualified education courses, and to complete 15 hours of continuing education each year in order to renew their licenses.

In addition, Professional Fiduciaries must abide by a new Code of Ethics which establishes professional guidelines to ensure that the decisions they make are in the best interests of their clients, and that personal information regarding their clients is protected.” - Fiduciary.ca.gov