A Professional Fiduciary is a person who holds a legal or ethical relationship of trust with another person. Typically, a fiduciary prudently takes care of money or other assets for another person. A fiduciary manages another persons personal affairs, including daily care, housing and medical needs, and finances, ranging from paying bills to handling investments and trusts. Services offered by the Professional Fiduciary may include serving as: Trustee, Executor, Personal Representative, Conservator, Guardian or Agent Under Power of Attorney for Finance and Healthcare.

A Certified Geriatric Care Manager (CGCM) is a professional who helps older adults and their families navigate the complexities of aging and senior care. They assist with identifying needs, developing care plans, locating community resources, and coordinating various aspects of care, including medical services and financial support. Essentially, they act as a "professional relative" to help families and individuals find the right solutions for their specific needs. 

An individual or Trustor may hire a Professional Fiduciary in order to avoid burdening family and friends with his/her care and financial management when they feel they are not able to do so anymore themselves. Additionally, in the event of incapacity or death there may be no family or friends around to handle these matters, or the duties required may be beyond the skill-set necessary for prudent administration. Further, in the event of conflict families may seek out or a court may appoint a Private Professional Fiduciary to intervene as a neutral third party to preserve the estate assets and mitigate discord.

We act as:

• Trustees
• RN Certified Care Managers
• Conservators of Person and/or Estate
• Executors of Wills
• Agents under Power of Attorney
• Agents for Advanced Health Care Directives
• Advocates to support and enhance quality of life
• Bill Pay/Money Managers to protect from financial abuse
• Consultants for family members acting in a fiduciary role

When:

• A professional with extensive experience is needed
• Looking for assistance in maximizing independence
• Needing liaison between medical community and families
• Assistance is needed for long or short term medical needs
• Wanting to avoid burdening family or friends
• Wanting to avoid conflict among family members
• There is no appropriate family or friend to act on your behalf
• Elder Abuse is suspected
• Assistance is needed to fulfill a fiduciary role