Questions to Ask your fiduciary

• Ask how long your fiduciary has been practicing and if he/she has handled the types of issues that may arise in your case.
• Is he/she bondable and insured? How does he/she handle banking and mail?
• If he/she has employees, have those employees been background-checked and is the fiduciary insured for employee liability/theft?​
• Does your prospective fiduciary have the background or staff with knowledge of the possible medical issues related to your case?
• Is he/she knowledgeable about local service providers, and can he/she work well with your established providers?
• What security measures does he/she have in place to assure that your information is protected?
• Are his or her computers backed up daily in another location?
• If there is a natural disaster, what is his or her plan for resuming business as quickly as possible?
• Does he/she have a succession plan – someone to act as your trustee in case he/she dies before you do?
• What plans has your fiduciary made if they take a vacation or become ill?
• Ask for references. You want someone who has provided services to many other families and individuals. 
• ​What are the fees involved in administration?