Representing the Fiduciary
Whether acting as an attorney-in-fact or agent under a Durable Power of Attorney, Trustee of a trust, Health Care Surrogate, Personal Representative or Guardian a fiduciary's responsibilities are complex. Actions which can be legitimately taken utilizing certain documents, would be considered theft if taken under the provisions of another document. Fiduciaries must use extra care when dealing with the assets of another.
Fiduciaries are best served by seeking the advice of a knowledgeable attorney in fulfilling obligations inherent in their role.