EXECUTOR, PERSONAL REPRESENTATIVE & PROBATE ASSISTANCE
Our Fiduciaries, in their individual capacities, serve as impartial personal representatives and support persons tasked with closing estates. You will experience peace of mind knowing that you have a professional fiduciary handling probate for your estate.
Tasks may include:
- Marshalling assets, identifying and obtaining Date of Death values on all items
- Marketing and selling items, such as vehicles, property, art, and businesses
- Engaging subcontractors as needed, to accomplish specific tasks (home repair, landscaping, housekeeping, etc.)
- Liaising with heirs and dispersing estate assets
- Filing estate and personal tax returns as necessary
- Closing the estate and fulfilling the wishes of the principal’s Last Will and Testament
POWER OF ATTORNEY
Our Fiduciaries, in their individual capacities, are named as the power of attorney for individuals, who seek a trusted partner to act on their behalf, manage their assets, and assist with financial decisions.
Trust Administrator
Our Fiduciaries, in their individual capacities, are named in trusts from a variety of legal sources. Whether it is a newly founded testamentary trust or a well-established family trust, we strive to build a transparent work relationship with all parties involved to carry out the benefactors’ intentions for the trust.
DAILY MONEY MANAGERS / FINANCIAL ADVOCATES
Our Fiduciaries can assist in a variety of ways:
- Personal bookkeeping and record keeping
- Continuous money monitoring and alerting
- Actual versus budget reporting on a frequency of your choosing
- They advocate for those who may be vulnerable or unable to pay their bills
- They monitor our clients transactions, looking for anything unusual, and represent their interests with their providers
- They coordinate with your Attorney, CPA and Wealth Manager to pay bills, track spending, and assist with year-end numbers for tax returns
AGENTS FOR PERSONAL BUSINESS/ SPECIAL PROJECTS
Our Fiduciaries, in their individual capacities, can perform administrative tasks for individuals of a personal financial nature.
