Why would you use a fiduciary?

Life is unpredictable, and there may be a time when you need more help than you currently have available. A professional fiduciary can serve as a neutral third party that can assist if other family members are unavailable or there is unresolved conflict.

There are many reasons why someone might need a professional fiduciary.  For example, an individual may have a disability, old age, or declining health that prevents them from being able to manage their own financial or healthcare affairs.   In other cases, a professional fiduciary may be appointed by a court to manage the affairs of someone who is unable to do so due to legal issues such as disability or incompetence.

Various services may include managing assets, paying bills, making investments, and making health care decisions on behalf of the person the fiduciary represents. The fiduciary may work with a team of professionals, such as financial advisors and healthcare providers, to ensure the best possible outcomes for the individual.  Overall, a professional fiduciary can provide valuable assistance to individuals that need help managing their financial and healthcare affairs.