Fiduciary Administration

What is a fiduciary?  The Agent under a Power of Attorney, the Trustee of a Trust, or the Personal Representative (Executor) of an estate, are all examples of fiduciaries.  They are people entrusted with the management of finances for someone else.  These people have accepted a duty which carries with it an obligation: the obligation to well and truly administer the finances with which they are entrusted. 

How can we help?  In some cases, a one hour consultation will help to put the fiduciary on the right road.  In other cases, the fiduciary may retain our firm to help with the Court filings.  Occasionally the fiduciary will find the whole matter too much, and will ask us to help in more ways. 

On this tab you will find information about:

• Conservatorship Administration
• Estate Administration
• Trust Administration

Each of these tabs is accompanied by its own "What to Expect at your Appointment" page, and downloadable forms to help you get started.