Fiduciary Services
Specializing in Financial Fiduciary Services, including Trust Administration and Probate

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 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.

Fiduciary Consulting
For current Trustees or Personal Representatives, we offer consulting services on an hourly basis. This may be helpful to clients who are out of state and need someone to handle select tasks locally, or would like assistance with some but not all of the estate administration requirements including communicating with financial institutions, beneficiaries, creditors, other estate professionals, and liquidating, managing, obtaining appraisals, or distributing property of the decedent.

Funding Trust Assets
Estate planning attorneys generally assist clients with the creation of their trust and beginning the funding process. There are often additional tasks to be completed by the client after documents are created and signed. We offer trust funding assistance for clients who would like support throughout this process on an hourly basis, such as contacting financial institutions to ensure accounts are transferred into the name of the trust and do not trigger a probate later on.
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.
Client Reviews
We streamline probate and real estate processes so you can focus on family, not paperwork.

