FCMS offers three kinds of help. Start with the one closest to your situation. If you are not sure, a brief introductory call can help sort it out.
FCMS provides professional fiduciary services for individuals and families who need a qualified, independent professional to serve in a legally authorized role. Services may include financial and healthcare agency, conservatorship, trust administration, and estate-related responsibilities.
This is a contracted service with a defined scope of work. FCMS coordinates agreed tasks and supports the individual or authorized decision-maker without automatically assuming their legal authority.
Each project has an agreed scope, budget, and deliverables.
This is a planning engagement that produces a personalized written plan to help individuals and families prepare for future care needs and decision-making transitions.
The Continuity Plan is a planning service. It does not automatically establish a fiduciary appointment or include ongoing care management.
Consultations are by appointment.
All conversations are held in strict confidence.
Discretion and confidentiality are fundamental to our practice. Information submitted through this form is kept private and used solely for purposes of communication regarding potential fiduciary services.
