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What is a Fiduciary?
Fiduciary – A person who stands in a special relation of trust, confidence, or responsibility in his obligations to others.
As qualified Private Fiduciaries, it is our responsibility to honor or execute the instructions in your Trust Document, Will and Powers of Attorney (Finance and Health).
How Do We Help You?
Who Needs Us?
Consider what is best for you and your family. Is your successor trustee objective, responsive, and compatible with all beneficiaries of the trust and other members of the family? Is your successor trustee also a beneficiary, causing a natural conflict of interest?