Even-Temperment


The combination of a lot of responsibilities, difficult situations and differences of opinion by those providing input to the fiduciary can be stressful.  Humbly receiving all input, carefully processing it, and acting  with sensitivity and gentleness produce the best results.  

What really matters

Work Ethic


Days are typically filled with client visits, medical appointments, calls with providers and social workers, going to banks, court, etc. That leaves the planning, reporting, accounting, emails, and other desk work for the evenings and weekends.  Add to that the emergency room visits and other crisis management.  A fiduciary must work smart, work hard, and always be available.

Integrity


Being honest and having strong moral principles is a must.  Clients are often vulnerable people due to health issues or disabilities and they and their loved ones need to be able to rely on someone who speaks truth and does the right thing no matter what.  

Broad Experience

 

The range of client needs a guardian deals with is as varied as life itself.  A single day can range from preparing accountings for court filings to intimate conversations with a client about health issues to programming a client's remote to work with their TV.  A fiduciary who has a broad range of professional and life experiences including legal, health, financial, communication, home ownership, parenting and relationships, etc. will find that all of them are needed to serve clients.