What is the primary role of advocacy in professional fiduciary work?

The primary role of advocacy in professional fiduciary work is to represent and promote the interests and rights of clients. This means that fiduciaries must prioritize the well-being and preferences of the individuals they serve, ensuring that their needs are met and their voices are heard. Advocacy involves understanding clients' situations, identifying their goals, and working diligently to achieve those outcomes on their behalf.

In the context of fiduciary responsibilities, advocacy goes beyond mere financial management. It encompasses a holistic view of the client's life, including emotional, physical, and social needs. This emphasizes the fiduciary's commitment to act in the best interest of their clients, promoting autonomy and supporting them in making informed choices regarding their lives.

While financial gain and legal representation are important aspects of fiduciary work, the essence of advocacy is centered around the client's interests, making it a fundamental duty that guides a fiduciary's actions and decisions. Mediation of disputes, while a valuable skill, is not the primary function of advocacy but rather a specific task that may arise in the context of maintaining the client’s best interests.