Professional Fiduciaries

Public and/or private organizations that are responsible for managing the personal affairs, property or assets of their clients as well as helping to ensure the wellbeing of those clients who are mentally or physically incapacitated. Fiduciaries serve by court appointment as guardians, conservators or personal representatives of estates and are expected to meet licensing and other requirements of the jurisdictions in which they are located. They can also serve by agreement as trustees, representative payees for Social Security income or other income benefit plans or as agents under powers of attorney, they can carry out authorized medical directives, make financial decisions or take other actions to benefit their client. A fiduciary's role is not merely that of business manager, decision-maker, or guardian. It is also a nurturing bond of trust, concern, and attentive care-giving. A fiduciary seeks to support mental and emotional well-being; reduce the stress of changing circumstances or unexpected events; and, most importantly, to help each client and their families enjoy a fulfilling life.