Choosing a fiduciary can feel daunting. This step-by-step overview shows you exactly how the process works at CFS.

Step 1: Discovery call (free)

We listen to your goals, concerns, timelines, and family dynamics. You tell us what’s working—and what isn’t.

Step 2: Document review

We review relevant documents (wills, trusts, POAs, advance directives, prior accountings). If documents need updating, we’ll suggest you consult your attorney (see Post #5).

Step 3: Scope & engagement

We outline duties (e.g., trustee, agent under POA, personal representative), communication preferences, fees, and reporting cadence. You’ll know who does what and when.

Step 4: Transition plan

We inventory accounts, vendors, care providers, and deadlines. We set up secure bill pay, recordkeeping, and calendaring so nothing gets missed.

Step 5: Ongoing administration

We act per your documents and best-interest standards, provide clear reports, and coordinate with your CPA, attorney, and financial advisor.

What makes the relationship work

• Clarity: roles and authority are documented (court orders or governing documents)
  
• Transparency: routine reporting and quick responses
  
• Coordination: we’re the hub connecting legal, tax, medical, and financial professionals
  

Continuity: if a family member steps back, your plan keeps running