NEED AN EXPERIENCED PROFESSIONAL FIDUCIARY?
We Can Help
Professional fiduciaries provide critical services to seniors. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management. A professional fiduciary can lend objective expertise while ensuring that a person’s affairs are well taken care of.
As a professional fiduciary, I maintain high standards of care for the senior’s person, property, or finances. I act within the legal authority granted to me and in the best interests of the person I am representing.
Professional Fiduciary services include:
- Power of Attorney
- Trustee
- Irrevocable
- Revocable
- Miller Trust/QIT
- Special Needs
What is a Professional Fiduciary?
When should I hire a Professional Fiduciary?
A professional fiduciary can be hired to handle a client’s estate and other affairs while the client is alive and can continue in this role after the client has lost decision-making capacity or passes away.