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Fiduciary Services
fiduciary
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.
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Serving as Personal Representative
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When you cannot fulfill the duties yourself
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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
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Small upfront fee to complete your Legacy Planning Binder
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No fees until we are appointed by the court
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