Fiduciary Services

The word "fiduciary" comes from the Latin fiducia, which means "faith" or "trust." Typically, a fiduciary prudently manages money for another person.  

Trustees, guardians, attorneys-in-fact under powers of attorney, caregivers, and estate executors are all examples of fiduciaries. Other individuals with fiduciary responsibilities include bankers, investment advisors and funds managers, real estate agents, attorneys, and corporate officers.

CBGS is a responsible, ethical fiduciary dedicated to the duties of loyalty, care, and full disclosure to those it serves as attorney-in-fact, guardian, executor, trustee, and other fiduciary roles.


 A Durable Power of Attorney (POA) appoints an Attorney-in-Fact to act in the place of someone who later becomes unable make their own medical or financial decisions. 

Estate Administration

 Estate administration, commonly called probate, is when the court appoints a person or entity to administer the assets and property of someone upon their death. 

Representative Payee

 A representative payee is a substitute person or agency appointed to receive federal funds on behalf of a recipient who is unable to manage their own funds.


 A guardianship is a legal relationship between a guardian and an individual who would be at serious risk of harm or exploitation if left without someone to help care for them.