About This Publication

The Fiduciary's Guide to Behavioral Health exists to serve a specific professional need: providing rigorous, practical analysis for trust professionals whose work intersects with behavioral health.

Our Purpose

Trust attorneys, professional fiduciaries, family office principals, and wealth advisors increasingly encounter situations where their professional responsibilities intersect with the complexities of substance use disorders, mental health conditions, and behavioral health care. These situations require both legal expertise and clinical understanding — a combination that most professional education and training does not adequately address.

This publication bridges that gap. Our articles are written for professionals who need actionable guidance on the legal, financial, and practical dimensions of fiduciary responsibility in behavioral health contexts. We draw on trust and estate law, addiction medicine, clinical psychology, and the practical experience of professionals who work at this intersection daily.

Editorial Standards

Every article published on this site meets the following standards. Content is factually accurate and supported by reference to primary legal sources, peer-reviewed clinical research, or recognized professional guidance. Analysis is balanced and acknowledges complexity — we do not oversimplify issues that are inherently nuanced. Practical recommendations are grounded in current professional practice and reflect consultation with experienced practitioners in both the legal and clinical domains. No content is influenced by commercial considerations. We do not accept payment for coverage, and our inclusion of any firm, provider, or organization in our directory or articles reflects editorial judgment, not commercial arrangement.

What We Are Not

This publication is not a substitute for professional legal or clinical advice. Our articles provide educational context that informs professional judgment — they do not replace the need for consultation with qualified attorneys, fiduciary professionals, and behavioral health clinicians who can evaluate the specific circumstances of each situation.

We are not affiliated with any treatment program, fiduciary firm, or care management organization. Our editorial perspective is independent, and our goal is to provide useful, credible information to the professional community we serve.

Contact

Professionals with questions about our content, suggestions for future coverage, or corrections to existing material may reach our editorial team at editor@fiduciaryhealthguide.com. We welcome substantive feedback from practitioners working in this space.