In short: We don’t just manage the details — we make sure you understand the process, feel comfortable with the plan, and know we’ll be here when the time comes.

If you’re considering a professional fiduciary, here’s a practical, no-jargon guide to how the relationship starts, what to expect, and how decisions get made.

CFS is not a law firm and does not provide legal advice. We work closely with your attorney and other professionals to implement your plan with precision.

Review your will after major life changes and at regular intervals. Here’s a practical checklist and updated playbook.

In most U.S. jurisdictions, you must be at least 18 and of sound mind to make a will. A few states recognize limited exceptions—here’s the big picture and what it…

A fiduciary is a trusted agent legally obligated to act in your best interests. Here’s what that means in plain English—and how Certified Fiduciary Services supports families day-to-day.