
Highlights
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What does a conservator or committee do?
A conservator / committee is the person who is legally appointed to manage the estate…
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Who monitors fiduciaries?
Fiduciaries are governed by state or provincial statute. Each county or province has a probate…
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Are fees regulated?
In all court-supervised cases the probate court approves reasonable fees. The California courts also require…
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How do you select a qualified fiduciary?
Fiduciaries must meet the requirements of their state or provincial licensing agencies, which generally require…
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Do You Have a Succession Plan?
No one wants to plan for their demise or incapacity, and fiduciaries are not exempt…