Estate attorneys
Interpret governing documents, advise on authority and duties, and guide legal proceedings.
Questions to consider
Relevant experience, engagement scope, conflicts, fees, and who will perform the work.
Document a professional’s roleThe people around the matter
The right expertise. A clear role.
Understand the kinds of professionals a fiduciary may work with, what to ask, and how to document an engagement.
This is a guide to professional roles, not a referral directory. No listed category or fictional demo professional is an endorsement, paid placement, or pay-to-play recommendation.
CPAs and tax professionals
Help assess tax obligations, prepare returns, and coordinate tax records.
Questions to consider
Fiduciary tax experience, applicable credentials, scope, deadlines, and coordination with counsel.
Document a professional’s roleInvestment advisors
Develop and manage an investment approach within an agreed scope.
Questions to consider
Registration, qualifications, fiduciary terms, services, all-in costs, conflicts, and reporting.
Document a professional’s roleProperty managers
Coordinate day-to-day oversight of rental or other real property.
Questions to consider
Licensing where applicable, insurance, maintenance controls, reporting, and vendor relationships.
Document a professional’s roleRealtors
Support property marketing and transactions within an authorized engagement.
Questions to consider
Local experience, licensing, compensation, marketing plan, and relevant relationships.
Document a professional’s roleAppraisers
Provide valuations within their area of competence and the agreed purpose.
Questions to consider
Relevant qualifications, valuation date and method, independence, and intended users.
Document a professional’s roleInsurance professionals
Help review coverage needs, policy terms, and insurance questions.
Questions to consider
Licensing, scope, commissions, exclusions, and coordination with the matter’s needs.
Document a professional’s roleBookkeepers
Organize transactions, reconciliations, and records for review.
Questions to consider
Fiduciary experience, access limits, reconciliation practices, and review responsibilities.
Document a professional’s roleCare managers
Coordinate assessment and support related to care needs.
Questions to consider
Relevant credentials, scope, communication, conflicts, and consent or authority.
Document a professional’s roleProfessional fiduciaries
May serve in a fiduciary role within their appointment and applicable requirements.
Questions to consider
Licensing where required, relevant experience, capacity, fees, and oversight arrangements.
Document a professional’s role