Certified Fiduciary Services, Inc.
Our Services
- Agent Under Healthcare Power of Attorney
- Agent Under Durable Power of Attorney
- Personal Representative
- Successor Trustee
- Court Appointed Guardian
- Court Appointed Conservator
Each client has individualized needs and CFS is prepared to meet those needs with the assistance of qualified professionals.
The Ways We Serve
We provide comprehensive support to protect assets, manage finances, and ensure proper care for individuals and families. From safeguarding property and handling compliance to coordinating care and administering estates or trusts, we act as trusted advocates dedicated to our clients’ best interests.
CFS Services
Every client’s situation is unique, and CFS is equipped to address those needs through the expertise of qualified professionals.
Active Nominations & Appointments:
Court Appointed Guardian/Conservator
Court Appointed Representative
Court Appointed Trustee
Agent under General Power of Attorney
Future Nominations Under Estate Plans:
Personal Representative
Successor Trustee
Agent Under General Power of Attorney
Healthcare Power of Attorney
Safety & SecurityOctober 28, 2016Active Nominations, Appointments and Future Nominations Under Estate Plans:
Court Appointed Guardian/Conservator
Court Appointed Representative
Court Appointed Trustee
Agent under General Power of Attorney
Personal Representative
Successor Trustee
General Power of Attorney
Healthcare Power of Attorney
Client Centered
Explore our most frequently asked questions to better understand how we can serve you.
Learn the essential steps for appointing a licensed professional fiduciary with Certified Fiduciary Services, Inc., and ensure trusted guidance in managing estates, finances, and care decisions.
Open Steps All
Decide which roles you want a professional to fill
Step
- Common roles: Successor Trustee, Personal Representative/Executor, Financial Power of Attorney, Health Care Power of Attorney, and (when court-appointed) Conservator/Guardian.
- Choose who is Primary and who is Backup for each role.
Select the fiduciary
Step
- Meet or consult to confirm scope, availability, and how they coordinate with your attorney, CPA, and care providers.
- Gather the fiduciary’s legal name and any required identifiers (e.g., license number), plus preferred nomination language (many corporate fiduciaries provide exact wording).
Tell your attorney whom you’re naming (and in which roles)
Step
- Provide the fiduciary’s legal name, license/ID (if applicable), and preferred nomination language.
- Clarify priorities: e.g., “Professional fiduciary is primary for Trustee and PR; my son is backup; I want my friend to remain medical POA,” etc.
Attorney drafts the documents
Step
- Trust, Will (with PR nomination), Financial POA, Medical POA/Advance Directive, and any state-specific HIPAA releases.
- Ask your attorney to mirror the same order of agents across documents when appropriate (reduces confusion later).
Review the drafts together
Step
- Verify the fiduciary’s name appears correctly in every place intended (trustee clauses, PR clause, POA agents, HIPAA, disposition instructions, backups).
- Check that powers match your intent (real estate, digital assets, tax elections, gifting limits, special-needs provisions, care directives).
- Confirm successor order (primary → backups) is consistent.
Execute (sign and witness/notarize)
Step
- Follow your state’s execution rules (e.g., notary/witnesses).
- If your state allows, sign HIPAA and Final Disposition forms at the same time to avoid gaps.
Provide copies to the fiduciary and key professionals
Step
- Send finalized, signed copies (PDF and/or paper) of the trust, will, POAs, HIPAA, and any memoranda.
- Share a client information sheet with current contacts, doctors, advisors, accounts (at a high level), and preferences.
- Give your primary healthcare providers the medical POA/HIPAA.
Schedule a brief review (optional but recommended)
Step
- Walk through where the fiduciary is named, your priorities (care, housing, beneficiary considerations), and any special instructions.
Store & share access info
Step
- Keep originals in a safe place; let your fiduciary and attorney know how to access documents in an emergency.
- Consider a secure digital vault for quick retrieval (trust, POAs, ID, insurance, medication list).
Keep the plan current
Step
- Revisit documents after major life events (marriage, divorce, move, diagnosis, beneficiary changes)
