Fiduciary Services
Serving as a financial fiduciary is an important responsibility. Whether you're acting under a power of attorney, serving as executor or trustee, or fulfilling another fiduciary role, the responsibilities can require considerable time, organization and attention to detail. And sometimes the person named to serve is willing to take on the responsibility but could use some help carrying it out.
I offer fiduciary services in two ways. I may be directly appointed to serve as a fiduciary, or I may assist family members or others who have accepted that responsibility but need additional support.
How can I help? Depending on the role and circumstances, I can assist with responsibilities such as:
Managing income, expenses and assets, including paying bills and attending to ongoing financial obligations.
Maintaining accurate and detailed financial records of transactions and activities.
Preparing required financial reports and accountings for courts, government agencies or other appropriate parties.
Organizing and safeguarding financial information and important documents.
Coordinating with attorneys, accountants, financial advisors and other professionals when their expertise is needed.
Helping ensure fiduciary responsibilities are handled consistently and carefully, including keeping the individual's finances separate and properly documented.
I can serve or provide assistance in roles that include agent under a power of attorney, executor, trustee, conservator and Department of Veterans Affairs-appointed fiduciary.
For someone already serving in one of these roles, you don't necessarily have to handle every financial and administrative detail yourself. I will work alongside you, taking responsibility for agreed-upon tasks while you retain the authority and responsibilities of your appointment.
Choosing a fiduciary isn't simply about finding someone who's willing; it's about finding someone who's prepared. And for those already serving, having knowledgeable assistance can make a demanding responsibility much more manageable.offer fiduciary services either through direct appointment or by assisting those who are appointed.
Your Money Concierge. More time. Less financial stress.