Services Offered

Executor, Administrator, Personal Representative

Profiducia serves 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

Trustee

Profiducia is 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.

Durable, Financial Power of Attorney

Profiducia is 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.

Daily Money Managers / Financial Advocates

Profiducia 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

Profiducia can perform administrative tasks for individuals of a personal financial nature.