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Certificate Of Fiduciary Authority
"I need a Certificate of Fiduciary Authority that grants me power to manage my elderly mother's financial affairs and digital assets, including her investment portfolio and bank accounts, starting from January 2025."
1. Title and Declaration: Formal declaration of fiduciary authority and identification of the document
2. Identification of Parties: Details of the fiduciary and the principal/entity granting authority
3. Scope of Authority: Specific powers and limitations of the fiduciary's authority
4. Term of Authority: Duration and conditions of the fiduciary authority
5. Attestation: Formal statement confirming the authority's validity
1. Digital Asset Authority: Specific authority regarding digital assets, used when digital assets are part of the estate/trust
2. Investment Powers: Detailed investment authority, included when managing investment accounts
3. Successor Fiduciary Provisions: Details about successor fiduciaries, included when succession planning is needed
1. Schedule A - Asset List: Detailed list of assets under fiduciary control
2. Schedule B - Supporting Documents: Copies of relevant court orders, trust documents, or other authority-granting instruments
3. Appendix A - Signature Requirements: Specific signature and authentication requirements by jurisdiction
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