When faced with complex issues in a conservatorship, what should a fiduciary do?

In situations involving complex issues within a conservatorship, it is crucial for a fiduciary to consult with professionals for assistance. These complexities can include legal, financial, medical, or psychological matters that require specialized knowledge beyond the fiduciary's expertise. By seeking guidance from professionals such as attorneys, accountants, or mental health experts, the fiduciary ensures that they are making informed and responsible decisions in the best interest of the conservatee.

This collaborative approach helps to mitigate risks associated with inadequate handling of complex situations and allows the fiduciary to leverage the knowledge and skills of experienced professionals. It is vital for fiduciaries to prioritize the welfare of the individuals they serve, and involving experts can enhance the quality of care and management they provide, ultimately supporting compliance with legal standards and best practices.