When you hear the word fiduciary, think “trusted decision-maker with a legal duty to put you first.” In finance and estate contexts, fiduciaries owe duties of loyalty and care—they must act in a client’s best interests, avoid conflicts, and make prudent, well-informed decisions. SEC
At CFS, we bring that standard to everyday life events and complex transitions. Depending on your needs and the court’s orders, a professional fiduciary can serve in roles such as:
- Agent under Power of Attorney (financial or medical)
- Trustee for a living or testamentary trust
- Guardian/Conservator for an adult who needs support with personal or financial decisions
- Personal Representative for an estate (sometimes called “executor”)
In Arizona, for example, licensed fiduciaries are regulated through the Arizona Supreme Court’s Fiduciary Licensing Program and frequently serve as court-appointed guardians, conservators, trustees, or personal representatives. azcourts.gov
How CFS helps families
- Financial administration: bill pay, budgeting, recordkeeping, and reporting
- Care coordination: collaborating with physicians, care managers, and facilities
- Trust & estate administration: implementing the documents as written; timely distributions; clear records
- Court and compliance: meeting reporting deadlines and maintaining required standards
Important: CFS follows your documents and court orders. We are not a law firm and do not provide legal advice—see Post #5 for how we coordinate with your attorney.
