Fiduciary Services
Specializing in Financial Fiduciary Services, including Trust Administration and Probate
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Our streamlined approach often reduces estate expenses and shortens distribution timelines compared to non-professional fiduciaries and large trust companies, delivering peace of mind and practical value to every client.
Unlike traditional trust companies, our size and structure allow us to adapt to your unique needs, handling non-standard tasks with personalized service and discretion.
Services
We serve in many financial fiduciary roles and they have different names and duties depending on the circumstance and the document used to nominate us. A few examples include:
Personal Representative
We accept nominations to serve as Personal Representative for estates that need to go through probate (this is sometimes called an Executor in other states). We may be nominated by a client who is creating or modifying their estate plan (this nomination is put into your Will), or by a current Personal Representative who would like to decline to serve or resign from serving.
Trustee
We accept nominations from clients creating their estate plans who would like to name a neutral third party to serve as their successor Trustee (this nomination is put into your Trust). There are many reasons for this, including blended families, distant relatives, and more. Current trustees may also step down from their role and nominate us to manage the trust administration process instead.
Agent (Power of Attorney)
For our clients who are also naming us as their Personal Representative and/or successor Trustee in their estate plan, we accept nominations to serve as Agent under the Power of Attorney document. As Agents, we assist clients who are either incapacitated or unable to manage their financial affairs on their own. This includes paying bills and maintaining accounts while the client is living.
Clear, Trusted Guidance for Difficult Times
We accept appointments as personal representative (executor) to take estates through the probate process and as trustee for trust administrations. Situations that are a common time for us to be selected as fiduciary include:
Plan Wisely. Protect Your Family.
Choosing who to appoint as your fiduciary can be one of the most important decisions to make in the estate planning process. We see it as a gift to your loved ones to name a neutral professional instead of a family member or close friend. When a professional fiduciary is administering an estate, the family can have time to grieve and heal, and not be burdened with court requirements and arduous tasks. Hiring a non-related third party can also preserve family relationships by avoiding potential conflicts. Grief is hard enough on its own, when you are also tasked to take care of a loved one’s estate, it can be overwhelming to say the least.
Let us handle that job for you.