Types of Fiduciary Services
- Trustee, Co-Trustee or Successor Trustee for Revocable, Irrevocable, Special Needs Trust, Irrevocable Life Insurance Trust
- An agent under Power of Attorney
- Conservator of a Person and/or Estate
- Executor of Will
- An agent under the Health Care Directive/HIPAA
- Representative Payee for receipt of Government benefits
- Bill paying services in conjunction with asset management
Private Fiduciary Services, along with your Estate Plan, may avoid various personal, business, and family challenges.
