Fi·du·ci·ar·y

• from Latin fīdūciārius relating to something held in trust, from fīdūcia trust
• a person to whom property or power is entrusted for the benefit of another.
• a person bound to act for another's benefit, as a trustee in relation to his beneficiary

• Our combined staff experience of working with vulnerable people adds up to decades
• We specialize in working with family and the Protected Person to develop a comprehensive plan of treatment that is consistent with the protected person's values and beliefs
• Elder financial abuse and investigations is our specialty
• Coordination with healthcare professionals to ensure Protected Person's needs are met Auditing/Preparing Accounting's
• Inventories
• Management of client bank and investment accounts
• Real Estate Management
• Annual tax information gathering
• Asset searches and recovery
• Representative Payee Reports