Nathan D. Neal is a Professional Fiduciary & Professional Guardian in Florida. He offers a variety of services to help you or your loved one in their day to day lives.
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Licensed and Bonded
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A member of the
Florida State Guardianship Association
What is a Professional Fiduciary & Professional Guardian?
​Professional Fiduciaries are either hired directly and voluntarily or appointed by a court and charged with serving the best interests of persons legally determined to need help caring for themselves.
Services
We genuinely want to help you or your loved one achieve the best quality of life. Every case is assessed to determine who you are, your needs, wishes, preferences, and how I can help you.
Fiduciary
A person that acts on behalf of another person, putting their client’s interest ahead of their own, with a duty to preserve good faith and trust, thus requires being bound both legally and ethically to act in the other’s best interest.
Guardian
Power of Attorney (POA)
A guardian is a surrogate decision-maker appointed by the court to make either personal and/or financial decisions for a minor or for an adult with mental or physical disabilities. After adjudication, the subject of the guardianship is termed a “ward.”
A person that has written authorization to represent or act on another’s behalf in private affairs (which may be financial or regarding health and welfare), business, or some other legal matter. The person authorizing the other to act is the principal, grantor of the power. The one authorized to act is the agent who is commonly known as the attorney-in-fact.
Health Care Surrogate
This designation provides you with the opportunity to name a trusted person to make health care decisions for you in case you become incapacitated and also allows you to spell out what kind of medical treatment you do or do not want to receive under certain circumstances
Representative Payee
Conservator
A representative payee, or substitute payee, accepts disability or Social Security, Veterans income payments for someone who is not capable of managing their own benefits. The representative payee also assists the individual with money management and protects them from victimization or financial abuse, such as identity theft and other forms of fraud.
Conservatorship is a legal status in which a court appoints a person to manage the financial and personal affairs of a minor or incapacitated person. A conservator may also have the responsibility for establishing and monitoring the physical care of the individual and managing their living arrangements.
Trustee Administrator
A trustee is responsible for properly managing property and other assets placed in the trust for the beneficiaries. A trustee’s specific duties are unique to the trust agreement and are dictated by the type of assets held in the trust. Trustees are also required to financially manage and oversee accounts within a trust when it is made up of other investments, such as equities in a brokerage account. Trustees have a fiduciary duty to the trust’s beneficiaries, which means they are required to put aside personal interests, beliefs, and biases to do what’s best for the trust.
Estate Executor
Personal Representative
A person responsible for settling a decedent’s estate. An executor is responsible for managing and winding down a decedent’s estate: discovering, protecting, and managing the assets of the estate, filing required legal paperwork, resolving depts, paying any applicable taxes, and distributing the net assets to the heirs in accordance with the will, or in accordance with applicable statute if there is no will. An executor has a fiduciary duty to fulfill those responsibilities with the best interest of the estate in mind, to follow all applicable laws, and to act with the highest ethical standards.
A individual that is chosen to administer the estate of a deceased person. They are designated as such by the decedent or by a court. Personal Representative are Fiduciaries and have the duty to act in good faith, with honesty, loyalty, and candor, and in the best interests of the estate’s beneficiaries. The law requires them to follow the terms of the deceased person’s will. If the deceased person died intestate, the personal representative would serve as the executor of the intestate estate.