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Fiduciary Services & Support

  • Serve as independent trustee, agent under a Durable Power of Attorney or personal representative for individuals who have no one else to protect them.
  • Reduce trust and estate administration costs by assisting fiduciaries and their advisors in the identification and collection of essential documents associated with settling an estate or administering trusts.
  • Provide services which include the gathering and organizing of personal records, handling mail and bill payment on behalf of an estate or trust, collecting documents needed for tax returns, and coordinating estate liquidation.