Understanding Fiduciary Services

Fiduciary Services

  • Serve as an agent for someone who is serving as a trustee, personal representative, or guardian
  • Serving as a trustee, personal representative, or guardian
  • Serving as a guardian of property
  • Coordinating with attorneys, accountants, and other professionals
  • Preparation of accountings for trusts, estates or guardianships
  • Coordinating personal property and real estate appraisals
  • Coordinating distribution or sale of personal property and real estate
  • Advocating for beneficiaries an acting as intermediary with out-of-state trustees

  • Personal Financial Services are also available. Learn more here.