Certified, licensed and bonded fiduciary
Peace of mind for you,
your family and
your estate or trust
Professional, dependable financial, trust and estate administration services which respect and honor our client’s wishes, allowing them to enjoy life and be free from worry of their financial affairs.
M-F 8am - 5pm (EST)
Fiduciary Solutions, LLC
WHAT IS A FIDUCIARY?
A fiduciary is someone entrusted to protect, oversee and manage property when people become unable to do so for themselves or they pass away. Having a certified, licensed and bonded fiduciary gives you financial and emotional peace of mind for you, your family and your estate or trust.
To provide professional, dependable financial, trust and estate administration services which respect and honor our client’s wishes, allowing them to enjoy life and be free from worry of their financial affairs.
It is our privilege to provide quality financial management fiduciary services for those who are in need of protection and assistance.
TYPES OF SERVICES
Fiduciary Solutions, LLC can serve under an engagement for bookkeeping services, named as agent or attorney-in-fact under a power of attorney, trustee of a trust to administer its terms and conditions or Personal Representative/Executor to settle an estate when someone passes away.
HOW SERVICES START
Services are started by a written agreement or by court appointment. Depending upon the types of services desired, Fiduciary Solutions, LLC may be named in one or more estate plan documents such as a power of attorney, a trust or a last will and testament to administer or carry out the wishes of a client in the event the client becomes unable to administer their financial affairs and property themselves or they pass away.
Services may be temporary, long term or upon death. Depending upon the duties to be performed, a legal documents signed by the client and expressly directing specific duties be performed by the licensed fiduciary firm are completed before services begin.