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 hire a professional.

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.