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What is a Fiduciary

A "Professional Fiduciary" is someone who accepts responsibility for taking care of the personal and/or financial needs of a person that is unable to do so for themselves. Trust is a crucial element when the person receiving the services is vulnerable, frail and incapacitated. A "Professional Fiduciary" is not a caregiver, but manages and oversees the care being provided.

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A "Professional Fiduciary" is certified by the state(s); State and Federal law govern the professional fiduciaries. Services are provided for an hourly fee. Each Fiduciary has their own fee schedule which will be provided to a potential client.

For more info or to talk directly to a fiduciary, click here.

Want more info on a fiduciary's responsibilities?

  • A fiduciary is someone who has undertaken to act for and on behalf of another person.
  • A fiduciary is chosen to protect and manage the personal care or the finances, or both, of someone who is unable to do so for themselves
  • A fiduciary is expected to be extremely loyal to the person to whom she/he owes the duty (the principal or client)
  • A fiduciary is licensed by the State

TYPES OF FIDUCIARY SERVICES PROVIDED

  • Conservatorship of the Person and/or Estate - Court Appointment

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Day to day care of the client which includes, but not limited to

  • Managing Finances

    Protect income and assests Pay bills Invest money File tax returns
  • Trust Administration Services Manage, protect and invest assets
    • Physical Health
    • Food
    • Clothing
    • Shelter
    • Safety
    • Comfort
    • Recreation 

    Why you need the services of a Fiduciary

    • Professional
    • Expert in overseeing and managing matters/affairs
    • Neutral person for family conflict
    • State & Federal law govern the Professional Fiduciary
    Fiduciary 590 px