Frequently Asked Questions

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A professional fiduciary is a person who is entrusted with responsibility for managing certain financial, personal, or administrative matters on behalf of another person, trust, or estate.

Depending on the circumstances, a fiduciary may serve as a trustee, executor or administrator, conservator, agent under a power of attorney, or in another legally authorized role.

A professional fiduciary may be helpful when an individual or family wants an experienced, neutral person to handle important responsibilities.

This can be especially valuable when family members are unavailable, live far away, prefer not to take on the responsibility, or when the situation requires ongoing organization and oversight.

Services may include trust administration, estate administration, conservatorship matters, power of attorney responsibilities, bill payment, financial organization, and coordination with attorneys, accountants, financial advisors, care providers, and other professionals.

The exact services available depend on the circumstances and the authority granted to the fiduciary.

Yes. Fiduciary matters often require collaboration among several professionals. We can coordinate with attorneys, accountants, financial advisors, care managers, and other professionals involved in the client’s affairs.

Depending on the engagement and authority provided, a fiduciary may assist with tasks such as bill payment, financial organization, recordkeeping, and coordinating financial responsibilities.

Yes. Fiduciary matters often require collaboration among several professionals. We can coordinate with attorneys, accountants, financial advisors, care managers, and other professionals involved in the client’s affairs.

You do not need to determine that on your own. We can discuss your situation and help identify which type of fiduciary arrangement may be appropriate. In some circumstances, an attorney or court may also be involved in determining the appropriate role.

One Heart Fiduciary believes in providing clear, straightforward information about professional fiduciary fees.  For our most current fee structure, download the .pdf linked blow:

View Current Fee Schedule (PDF)

Contact One Heart Fiduciary to schedule an initial conversation. We will discuss your circumstances, the type of assistance you are seeking, and possible next steps.