Questions to Ask: Professional Fiduciary

Questions to Ask: Professional Fiduciary
Financial Questions to Ask
  • What type of services do you provide?
  • Are you insured for errors and omissions?
  • What credentials do you have? What is your license #?
  • What are your office and telephone hours? Are you accessible by text and/or email?
  • How long should I expect to wait to receive a response from you to a communication?
  • If there is an emergency after hours, how do I reach you or your staff?
  • What are your internal controls like? How is my confidential information protected?
  • Do you have a disaster recovery plan for my data?
  • What fees to you charge and when?
  • Do you work alone or do you have a staff?
  • If you have a staff, what types of services do you delegate to them? What are the fees?
  • If you use other professionals (CPA’s, attorney, caregiver, etc.) what are their fees?
  • Can you provide me with references of professionals you have worked with who I can contact?
  • What happens to me if something happens to you? What is your succession plan?
  • What led you to become a fiduciary?

Adapted from:

About Second Home

Second Home specializes in providing personalized in-home care agency and senior living referrals to families throughout Southern California. Through their extensive knowledge of 1,000’s of local senior care services, Second Home clients save time, stress, and preserve financial resources. Services are at no-cost to families. Visit or call (877) 263-2272 for more information.