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Fiduciary Services
Office Work

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

  • 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 

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