THE ROLE OF A FIDUCIARY

Professional fiduciaries are entrusted to provide financial and healthcare options to ensure a client’s wishes are followed during a change in life circumstances. Agent for healthcare power of attorney options are available during the lifetime of the client, especially in circumstances of diminished capacity. Financial services may be appropriate during the lifetime of the client should a client need assistance, or post-death, to handle the administration and distribution of the estate.

Conservatorship of the Person or Durable Powers of Attorney for Health Care

CONSERVATORSHIP OF THE PERSON OR DURABLE POWERS OF ATTORNEY FOR HEALTH CARE

  • Coordinate with medical and care treatment team
  • Monitor living arrangements and ongoing care 
  • Ongoing advocacy on behalf of client
  • Ongoing contact with family members
  • Advocacy with medical treatment providers
  • Assist in the home environment
  • Select living arrangements outside the home
  • Work with medical treatment team and coordination of care
  • Participate in legal proceedings in the case of conservatorships
  • Assist in chronic medical and end of life issues