A fiduciary is someone who “stands in the shoes” of someone else for purposes of helping them with their business. Guardians, conservators, POAs, patient advocates, representative payees, trustees and personal representatives are all considered to be fiduciaries, since they are acting as agents for another. Often people will name family members or close friends to be a fiduciary for them in the event they become incapacitated. But, sometimes the person does not have a family member or friend who is willing or able to serve. Or sometimes, the situation is such that a family member of friend would not be the most appropriate person.
For me, acting with integrity is the single most important thing in my professional and personal life. Our entire socio-economic system relies on a certain amount of trust in others, and when so many people are breaking their word and failing to live up to basic standards of honesty, we all suffer. My beliefs and values underscore my commitment to truth and honesty, and I encourage you to do your due diligence and ask about my reputation in my community. I have agreed to serve in certain capacities for a number of clients, and can do the same for you:
Trustee services – The most important characteristics in a trustee are integrity, competence and discretion. You want someone that you KNOW will carry out your wishes, or if your wishes aren’t clear, will act prudently to bring about the best outcome for everyone involved.
Personal Representative – I have advised many clients through the probate process and am knowledgeable about the best ways to administer a decedent’s estate efficiently and fairly.
Patient Advocate OR consultant – As an attorney who focuses on end of life medical ethics, I have the competence to assess your medical situation, speak knowledgeably with your medical caregivers and make decisions that protect you. I can act either as your agent, or as a consultant to your agent.
If you need any of these fiduciary services, please contact me.