Professional fiduciaries get that question all the time, and because we wear so many hats, it can be tricky to explain. In the broadest sense, a fiduciary is someone who “stands in the shoes of another,” meaning a fiduciary is empowered to act on another person’s behalf — and legally required to make decisions in that person’s best interest.

All of us need fiduciary guidance from time to time, most especially when we are dealing with things we don’t necessarily understand or we lack time to monitor. Just as you rely on lawyers to know the law, and tax accountants to know the tax code, you can rely on a professional fiduciary to help administer your trust, carry out the instructions in your will, or manage your financial and personal needs if you become incapacitated.

Help is Here

Is it getting harder to keep up with the mail? Do you worry you may fall prey to a con artist who calls you on the phone, or sends you that all-too-realistic email from your bank? Are you concerned that everyday squabbles between family members might escalate after you die into full-scale battles over Dad’s watch or Mom’s jewelry? Maybe it’s time to consider asking for assistance from a California Licensed Professional Fiduciary.