Short answer: We do not provide legal advice or representation. Our role is to implement your existing legal documents, comply with court orders, and act in your best interests as your professional fiduciary.
What we do provide
- Administration: We carry out the instructions in your will, trust, and powers of attorney.
- Coordination: We collaborate with your attorney on document updates, court filings, and legal questions.
- Compliance: We meet fiduciary reporting requirements and, when applicable, court deadlines.
- Documentation: We maintain detailed records, accountings, and communications for transparency.
In Arizona, for example, professional fiduciaries are licensed and regulated (separate from attorneys) and often serve as court-appointed guardians, conservators, trustees, or personal representatives. azcourts.gov
When you’ll want an attorney
- Drafting or updating wills, trusts, deeds, and powers of attorney
- Court petitions (e.g., guardianship, conservatorship) and litigation
- Tax planning and complex business/real-estate structuring
- Multi-state planning or special-needs trusts
How we work together
- Clear roles: Your attorney provides legal advice; CFS carries out the plan.
- Shared information: With your consent, we exchange documents and timelines.
- Fewer surprises: Proactive check-ins keep your plan current and enforceable.
Disclaimer: This post is for general information only and is not legal, tax, or financial advice.
