The Fiduciary Guide

This book is intended to share our experience, thoughts, ideas, and concerns about being a professional fiduciary in a way that anyone can understand. If you are entering the fiduciary field as a relative, friend, or for your own estate plan, you need a book like this to explain the basics of each fiduciary role and how to execute it well. The terminology can be daunting; the process overwhelming; the fiduciary’s role complicated. You are entering a field of trust. You should know what is expected of you and how to execute your responsibilities. This book will help.