Can a fiduciary delegate specific powers without court approval under NGA standards?

In certain circumstances, a fiduciary can indeed delegate specific powers without court approval under the provisions of the California Probate Code and the requirements of the National Guardianship Association (NGA). This flexibility is designed to enable fiduciaries, such as guardians or conservators, to effectively manage the responsibilities of their role without unnecessary delays caused by seeking court approval for every decision made.

For example, if a fiduciary determines that delegating certain tasks—like managing investments or handling day-to-day financial decisions—would enhance the efficiency and effectiveness of managing the estate, they may do so while ensuring that the delegation remains in line with the best interests of the ward or beneficiary. The permissibility of delegation is contingent on the fiduciary adhering to the standard of care and acting in a manner that is consistent with the interests of those they serve.

While it is essential to operate within the framework of the law, the goal is to ensure the fiduciary can perform their duties efficiently. Hence, there are scenarios where delegation can occur without court involvement, provided that the fiduciary remains vigilant and responsible for the actions of any agents they choose to delegate authority to.