As larger segments of our population swell the growing ranks of seniors and the “oldest old,” working members of society are increasingly faced with the complications of caring for elderly parents while still raising their own families and managing careers.

Many elderly people do not live near their adult children, and sometimes relationships between siblings and other relatives create conflict and strife, causing problems rather than solving them for elders. Many of the elderly are easy prey for a gold-digging family member or friendly stranger ready to lighten a senior’s pockets while they are still living. In these situations and certainly for vulnerable elders, professional fiduciaries are a godsend.

A Professional Fiduciary manages a client's personal affairs, including daily care, housing and medical needs, and finances, ranging from paying bills to handling investments and trusts. Licensed and bonded, we are obligated and pleased to act faithfully and responsibly for someone else in the strongest confidence and trust. This role requires the highest degree of honesty, impartiality and diligence.

This is called a "fiduciary duty" -- the duty to act with scrupulous good faith and honesty on behalf of someone else.

Many seniors with families choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. Professional Guardians have a tremendous amount of work to do on behalf of their clients. Transportation, CNA's, doctor visits, bills to pay,  inventories, ALF placements - the list never ends.

Being named the Personal Representative

A personal representative is under a duty to settle and distribute the estate of the decedent in accordance with the terms of the decedent's will in an expeditious and efficient manner, in the best interests of the estate.

Many families are faced with an abundance of problems and issues when a parent dies and there is money in an estate to be protected and invested. Sometimes non-professional trustees mismanage or neglect their trustee duties. Add in contentious heirs and it's no wonder why many families tasked with settling their loved one's estate turn to Estate Settlement Services of SWFL. As the appointed Personal Representative, we are removed from the rancor and emotional turmoil that could cloud decision making.

Money Management

Estate Settlement Services of SWFL helps people that cannot manage or direct the management of their own money. We are responsible for everything related to finances that a capable beneficiary would do themselves. Sometimes, this is as easy as helping write checks and ensuring that the bills are paid or even help in setting up a budget.

As fiduciaries, our responsibility is to use funds for the current and foreseeable needs of the beneficiary and save any remaining funds for future use. 

Delicia's mission is to provide superior care while serving everyone from our most vulnerable populations to independent, productive people who need assistance making sound financial, health care and day-to day-decisions, while treating each person with dignity and respect.

As a bridge between you, your family, health care providers, caregivers, and attorneys, she provides her clients peace of mind knowing their physical and financial interests are protected.

Call Delicia at 239-233-6575, send her an e-mail, or fill out the Quick Contact form below. Privacy is your right and our duty.