Checklist for Choosing a Fiduciary


  • Visits frequently
  • Telephone access weekly and after regular business hours for emergencies
  • Consults with your caregivers twice a month
  • Reviews your chart when she visits if you live in a board and care, intermediate care or skilled nursing facility
  • Makes certain you are receiving proper medical care, appropriate medications, and getting to doctor's appointments - knows about your physical and mental health
  • Treats you with dignity, compassion, and honesty
  • Has a background in social work, health and behavioral sciences
  • Notifies your attorney if you have a concern and have been unable to contact him or her
  • Maintains accurate records of time spent: with you, in communication with relatives and community agencies, and with regard to safeguarding your assets
  • Takes every step to protect your assets
  • Provides references that you can contact
  • Has consideration for your schedule when setting up appointments
  • Will make every effort to keep costs down

Checklist for Choosing a Fiduciary

Here is a simple checklist to assist you in choosing a professional Fiduciary. Learn More »

Lisa Berg in the News

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California Licensed
Professional Fiduciary #41