Fleming & Curti, PLC as a Future Fiduciary

At Fleming & Curti, PLC, we are sometimes named as a future fiduciary. That is, you might have named us as successor trustee, to take over on your death (or disability). Or perhaps you’ve named us as agents on your power of attorney. When we are scheduled to be a future fiduciary, what role do we take in the meantime? We do want to keep in contact. We want to know if we need to step in. Or perhaps the time for our involvement is growing near, and we want to keep tabs on how you’re doing. Sometimes people move on — and sometimes that means they literally have moved. We’d like to know whether our future involvement is still likely, so that we know how closely to watch out for you. On the other hand, we don’t want to be intrusive or expensive. We don’t want to pester you about the future fiduciary role. And we don’t want to visit unless there’s a reason for us to do so.