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
WE HAVE A DUTY TO DO ONLY WHAT IS BEST FOR YOU, YOUR ESTATE AND YOUR BENEFICIARIES
  • 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
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