Difference between revisions of "Four Key Duties of a Fiduciary"

Four Key Duties of a Fiduciary (view source)

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 Keep Martina’s property safe. You may need to put valuable items in safety deposit boxes or change locks on property.
-Make sure her home and any other property is heated (in cold weather) and insured.
+Make sure her home and any other property is heated (in cold weather) and insured. Check any insurance policies. Cancel any policy Martina doesn't need.
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-| text = Check any insurance policies. Cancel any policy Martina doesn't need. If Martina will be out of the home for any extended period of time, consider getting vacancy coverage. Without it, insurance coverage may be denied if a home is vacant for a certain period of time.
+| text = As the attorney, you should check any insurance policies for the adult's property. If the adult will be out of their home for any extended period of time, consider getting vacancy coverage. Without it, insurance coverage may be denied if a home is vacant for a certain period of time.
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