WHO NEEDS A FIDUCIARY

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

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  • 1 Seniors without family

    choose to appoint a Professional Fiduciary to handle their assets and final instructions. Even if there are friends who can be designated, they may not know the intricacy of the law, understand the full responsibility of making life decisions, or know how best to handle assets. A Professional Fiduciary is trained in what can and cannot be legally performed.

  • 2 Seniors with family

    Choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. And, of course, many family members would not be a good choice for fiduciary work due to the lack of appropriate skills or the potential for conflict with siblings or other relatives.

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  • 3 Anyone needing guardianship or asset oversight

    Whether court-appointed or privately contracted, a Professional Fiduciary can help ensure the proper distribution of assets benefiting an adult who is unable to make sound decisions on their own. Similarly, a Professional Fiduciary can protect the assets of a minor.

 

  • 4¬†Personal Involvement

    Our hands-on caring permits maximum independence and self-reliance of your loved ones. We will manage the assets needed to develop a long-term care plan. Additionally, we will evaluate and continue to monitor living arrangements, consult with key healthcare professionals and provide any necessary arrangements.

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