Fiduciary Services
Personalized, attentive assistance for your financial matters
As an experienced fiduciary, each of us is available to assist with financial management in a number of different ways. Following are just some of the roles we are qualified to assume:
A guardian of minor's estate is appointed by the court to manage and protect the financial assets and interests of a minor.
A conservator of the estate is appointed by the court to manage the assets and financial affairs of an adult (called the conservatee) who has been deemed by the court to lack the ability to manage their assets or who otherwise needs protection or assistance.
An executor or administrator is appointed by the court to administer the estate of a deceased individual including identifying and securing assets, addressing liabilities, and distributing estate assets in accordance with the applicable governing documents and law.
A trustee is responsible for the management, administration, and safeguarding of assets held in a Trust. The primary concern of the trustee is to ensure that the trustor's stated wishes and best interests are served through administration of the Trust.
An agent appointed under a power of attorney for asset management may be authorized to manage someone's (the principal's) financial affairs and assets, conduct financial transactions, and address other financial, legal and tax matters within the scope of the authority granted under the power of attorney. The authority to manage financial affairs begins at a specific time or following a specific occurrence and ends on the death of the Principal. A principal with capacity may amend or revoke the power at any time.
We are available to serve as expert witnesses regarding fiduciary standard of care, fiduciary accountings, fiduciary fees, and diversification.