top of page
Fiduciary Services
Office Work


1) n. from the Latin fiducia, meaning "trust," a person (or a business like a bank or stock brokerage) who has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty.

Serving as Personal Representative

  • When you cannot fulfill the duties yourself

  • Nominate us in your Will as the Personal Representative or successor when you don't have family or friends who are able or willing to do it 

  • Small upfront fee to complete your Legacy Planning Binder 

  • No fees until we are appointed by the court 

bottom of page