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BrianM Asked June 2016

How do I locate a professional fiduciary in Pennsylvania?

(or any other State?) And how do I find out which States License Fiduciaries?

BrianM Jun 2016
Thanks Angel. Very Helpful.
Best,
Brian

Angelkw Jun 2016
Not all states license them, which is why i provided the link to the national professional organization which at least ensures the members comply with a standard. In the two states that I live in/near (MA and NH) there are no state licenses. In fact most people here that need that service use accountants or lawyers. I also believe PA to be the same.

Angel

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BrianM Jun 2016
Angel,

Thank you. The NAPFA is a good site, but they only have 'advisors". I am looking for what maybe known as an agent under POA in some states? I am looking for Licensed Fiduciary like they have in CA. Here is a link to a website
Without a Fiduciary, elders usually must resort to using very costly Lawyers and accountants when all they need is a financial conservator.
A "daily money manager" to pay bills, do taxes, etc... This doesn't appear to exist in PA?

Angelkw Jun 2016
Each state has its own licencing process for fiduciaries. However there is also a professional organization called the national association of personal financial advisers that does have members in Pennsylvania. That may be a good place to start.

Generally (but not always) when someone is a fiduciary they are also either lawyer or an accountant CPA. In fact, most elder lawyers have branched out into fiduciary services. You could call your elder lawyer or get a recommendation for an estate planning lawyer from friends in your area and call them to see if they provide this service.

Angel

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