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Fiduciary Services



Fiduciary services are a special class of personal funds management services that require a higher level of support for those clients who need a more legal relationship, including:

  • Power of Attorney (POA)

  • Guardianship, personal or property or both

  • Trustee

  • Executor

Who can benefit from these services?  Older adults with no family, family that is not local or too busy to help, or those lacking the necessary skills or physical ability to handle their own financial affairs. The involvement of an attorney who specializes in these areas will need to be involved in setting up the appropriate legal documents for these services.

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