# FInding a Fiductary **URL:** \ **Category:** Investing\ **Created:** [October 11, 2026, 8:32pm UTC](https://community.clark.com/t/finding-a-fiductary/9928 "2026-10-11T20:32:18Z")\ **Posts on this page:** 2\ **Page:** 1
**Author:** ![Lavarock](https://sea2.discourse-cdn.com/flex016/user_avatar/community.clark.com/lavarock/32/119_2.png) [@Lavarock](https://community.clark.com/u/Lavarock)\ **Post date:** [October 11, 2026, 8:32pm UTC](https://community.clark.com/t/finding-a-fiductary/9928/1 "2026-10-11T20:32:19Z")
I checked with a couple of Fiduciaries and Garrett also and so far have not been able to solve this problem . A friend was married but had nothing to do with the finances (except spend them), and never had a job in the past 25 years at least. His spouse, before passing, gave me access to all the passwords and noted some of the accounts as the friend has no financial ability and doesn’t even use the computer anymore and has trouble finding text messages on his phone. The friend is now having these accounts and funds in his name where they were not before. I have already handled the couple of cases where the spouse had a credit card in their name only and in this state, the widower in not responsible for the debt. Anyway, I am finding a number of investments that we are not receiving emails about and may still have funds. I am finding that tracking this down is taking time that I don’t have. I approached some Fiduciaries with the proposition that we need someone to take what information we have (investment companys, possible account numbers and name of the person) and determine the appropriate account type at Fidelity to move that investment into. This is important as I understand it because moving it into the wrong type of account (401K, IRA, etc) might cause a large tax issue. Because I personally have a bit of experience in investments I don’t mind deciding specific stocks, etc after the items are moved, but we are not in the mindset that we want to Fiduciary managing the investments long term. They do not seem to want to take this investigation and investment suggestion without a managerial position . Am I wrong to look for this type of person, or to spend the time identifying the accounts and types and then just hire a a tax person to decide the type of account it needs to go in to. He has not yet filed taxes (and has never in the 26 years I have known him) as his spouse did all that. I know that he will need that soon also. ---
**Author:** ![SonoranSilkies](https://avatars.discourse-cdn.com/v4/letter/s/a183cd/32.png) [@SonoranSilkies](https://community.clark.com/u/SonoranSilkies)\ **Post date:** [October 12, 2026, 5:20am UTC](https://community.clark.com/t/finding-a-fiductary/9928/2 "2026-10-12T05:20:07Z")
I think you first need an appointment with someone who can look at the investments from a tax perspective. You probably don’t need all the specifics about each account for this appointment. Once you have knowledge about what to seek and what to avoid, then you can inventory the specific accounts, and begin making preliminary decisions. And that’s when you will probably need to hire a fiduciary consultant.