Fiduciary Services

Our office offers a full range of fiduciary services to meet your needs. We can provide assistance to current fiduciaries in fulfilling their duties and requirements with the Courts as well as serving ourselves in a fiduciary capacity including appointment as Conservators, Executors/Administrators, and Trustees for any type of revocable or irrevocable trust.

Inventories/Accountings for Conservators and Estate Executors/Administrators
We recognize that many inventories and accountings can be complicated and time-consuming for newly appointed fiduciaries.  We practice before the local Commissioners of Accounts and therefore can assist you with gathering and communicating the information to the Commissioners in a timely manner. In addition to providing guardianship/conservatorship representation and estate administration/probate services, we provide the following assistance to fiduciaries:

  • Inventory filing;
  • First and subsequent accountings;
  • Final accountings and release of bond requirement.

Attorney Fiduciary Services
There are situations where a disinterested third-party is the appropriate person to serve as a fiduciary for his or her client. Our office provides the following services to clients who wish to have us serve as their fiduciary:

  • Agent under a Durable General Power of Attorney;
  • Guardian/Conservator
  • Estate Executor/Administrator;
  • Trustee for revocable or irrevocable trust.

Schedule an Initial Consultation With Us Today