Frequently asked questions
What is a professional fiduciary?
Someone legally appointed to manage another person's financial and personal affairs in their best interest. We serve as conservator, power-of-attorney agent, and personal representative.
When do families call us?
Usually when a senior can no longer manage money safely, when there's no family nearby or able to help, or when a court or attorney needs a neutral professional to step in.
How is a conservator different from a power of attorney?
A power of attorney is chosen voluntarily by someone who still has capacity to make their own decisions. A conservator is appointed by a court when someone no longer does. We serve in both roles.
Are you accountable to anyone?
Yes. As conservator and personal representative, we answer to the court, with required filings and a full annual accounting. As power-of-attorney agent, we hold ourselves to the same documentation standard. In every role, we act in the client's best interest.
What does it cost?
We bill hourly for the time the work takes, and we share our financial policy up front. The first conversation is free.
Do you work with our existing attorney, CPA, or financial advisor?
Yes. We coordinate with the client's existing team, and with a vetted network of professionals when one is needed.
What areas do you serve?
Our current clients are across the Denver metro. If you're anywhere in Colorado, let's talk and see how we can help.
Still have a question?
Ask us directly. The first conversation is free.