Linda Kramer
"What a find! Ann came to the rescue when we needed help with our daughter who is mentally ill. We could not have managed without her."
A professional fiduciary is an independent licensed
professional who either by agreement or court
appointment has been selected to legally act on
behalf of another (the beneficiary) regarding their
specific needs which may include financial,
medical, personal care, and in some instances,
end of life decisions.
The following list provides an overview of common fiduciary engagements.