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One Fiduciary, Two Fiduciary, Three Fiduciary, Four ...
By Jane Lorenz
I’m often asked to talk about the
benefits of being a PFAC member. My favorite benefit
is that I have gotten
to know
many
other fiduciaries, both local and distant.
When I first began
acting as a professional fiduciary, about nine years ago,
I only knew one other professional
fiduciary.
She was very nice but kind of far away and very busy. So
when a prospective fiduciary client came to me, asking
for assistance,
I had only two choices. One, say yes and hope for the best
or two, send them away, and wish them luck! It was stressful
and
unsatisfying!
Now, I know many other fiduciaries! Many
of them have skills and experience that is very different
from mine. A case
that would be overwhelming for me would often be just
right for
one of them. It is so wonderful to be able to accept
the cases that
are a “good fit” and refer out ones that
are not. And sometimes, it is possible to split up responsibilities
and work along side another professional fiduciary.
There
is lots of work today for good professional fiduciaries,
and the market is getting larger everyday. I am grateful
that PFAC has given me the opportunity to know other
fiduciaries and
to refer out cases appropriately!
BENEFITS
PFAC OFFERS MEMBERS SEVERAL BENEFITS INCLUDING:
•
Networking with
our members, the most experienced and
respected fiduciaries state- and nationwide;
• Educational seminars, panels, meetings,
annual conference and newsletter;
• Managing our
practices within the stringent Code of Ethics required of
our members;
• Being on the
cutting edge of a
rapidly expanding profession (i.e., participating in legislation,
designing a competent
and thorough certification program
before one is mandated by legislation);
• Mentoring
• Increased credibility
within the courts and communities where we practice;
• Referrals within and among members;
• Public relations
training (participating in or responding to media inquiries);
• Professional
liability insurance available
only to members.
ADDITIONAL BENEFITS
WHICH WE HOPE TO OFFER IN WITHIN
THE NEXT YEAR:
• Increase in insurance coverage (i.e.,
real estate, business, health)
•
Provide online training and education opportunities
• Online information sharing
via Web site (news briefs, legislative updates, courses being
offered, discussion board.)
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