Frequently Asked Questions

What steps should be taken before considering a referral to the Office of the Public Fiduciary?

1. All other possibilities for solution of the client's problems should be exhausted. This includes referral to other agencies for appropriate services.

2. Counseling with the client personally to mobilize resources or to help the client accept the services that are available. Often this step is sufficient; a client may accept difficult changes in his or her life if someone takes the time and effort to show they care.

3. If the client appears genuinely unable to manage his/her affairs, encourage the family or close friends to accept responsibility for the client and become guardian and/or conservator if necessary.