DMMs have a Fiduciary Responsibility to our clients and know more about their financial affairs than most of the other professionals they work with.
So many people have no idea who will act on their behalf in handling their Fiduciary matters. There are those that fall into the category of “Solo Agers”, do not have family nearby, or those they’re close to. Many people have family, but do not necessarily want them filling these roles.
Helping Fiduciaries and acting in a Fiduciary capacity is becoming a bigger part of what many DMMs do. Our staff has the skills and background to ensure that matters are handled professionally.