Executor & Fiduciary Services
Are you looking for someone to carrying out your wishes when you are no longer able to?
We serve in trusted fiduciary roles.
Challenges of Being an Executor
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600+ Hours
Time investment needed to settle an estate
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18 Months
Typical duration to complete estate settlement
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$25K - $250K
Wide range of administrative costs to execute an estate
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36% of Individuals
Say there are surprises for their beneficiaries in their will
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58% of Executors
Lack understanding of their legal responsibilities
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Executor Stress
Driven by both administrative and emotional challenges
What Our Clients Receive
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Reliable & Convenient Coordiation
In-person and remote assistance as needed to prepare the estate
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Personal Support and Resources
An experienced administrator to hold your hand through the process
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Reliable & Convenient Coordination
Liaison between executor and professional advisors, heirs, etc
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Estate Documentation
Templates, trackers, tasklists, and scheduling details
Fiduciary Services
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Personal Representative
Also known as an Executor, we will serve as your Personal Representative, carrying out your wishes after you are gone.
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Trustee
If you have a Trust, we can serve as your successor Trustee provided the trust is not intended to be an on-going trust.
Balancing relationships among beneficiaries, especially when there are unresolved family dynamics, and striving toward trust and respect is key to this process.
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Power of Attorney
If you need assistance while you are alive, we can serve as your General Power of Attorney. If you also need a Medical Power of Attorney, we can recommend options for you.
Ready to Get Started?
After Loss Support
If you have been appointed Personal Representative or Trustee, but are overwhelmed by the responsibility, we offer concierge services to help you carry out your loved ones wishes.