Professional Fiduciary Services

At Executor Support, we understand the complexities and responsibilities that come with managing estates and trusts. Our Professional Fiduciary Services are designed to offer comprehensive support and peace of mind during these critical times. With a team of dedicated professionals, we ensure that every aspect of estate and trust administration is handled with the utmost care and professionalism.

Our Services Include

real-estate

Trust and
Estate Administration

We oversee the entire process, ensuring that all legal, financial, and administrative tasks are completed efficiently and accurately.

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real-estate

Powers of Attorney
(Limited, Durable, Springing)

We work with clients and their families to ensure continuity of financial and real estate management as the client ages and/or becomes incapacitated.

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Financial
Management

Our expertise includes asset management, bill paying, and maintaining accurate records, filing tax returns, ensuring the financial health and stability of the estate or trust.

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Real Estate
Management

Whether it involves selling, maintaining, or distributing real estate assets, we handle all aspects with expertise.

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Why Choose Us

Professionalism and Expertise

Our team is experienced in handling complex estates and trusts, ensuring all tasks are performed with high levels of professionalism and expertise.

professionalism

Compassionate Service

We approach each case with sensitivity and respect, understanding the emotional complexities involved in these transitions.

compassionate service
transparent communication

Transparent Communication

Keeping you informed every step of the way, we ensure that you have a clear understanding of the process and the status of the estate or trust.

For individuals and families navigating the challenges of estate and trust administration, Executor Support is here to provide professional, compassionate, and comprehensive fiduciary services. Contact us today to learn more about how we can support you during this important time.

FAQ

A fiduciary is a knowledgeable individual who provides financial services and oversight for clients, from basic tasks like bill payment to more complex responsibilities such as serving as a trustee or conservator. Legally, a fiduciary assumes responsibility for another person’s well-being, whether it’s financial, physical, or both, taking on roles such as power of attorney, court-appointed conservator, executor, or trustee. Professional Fiduciaries, often involved in estate planning, make decisions on behalf of others in legal or financial matters, with typical roles including Executor, Trustee, Conservator, or Agent under a Power of Attorney.

Hiring a fiduciary can be helpful for a few reasons. If you live far away from where the assets are, or if you’re too busy to manage them yourself, a fiduciary can step in as a neutral party to take care of things and honor your loved one’s wishes. Also, in complicated family situations, like blended families or when family members lack trust, a fiduciary can help ensure the assets are managed and distributed fairly, despite any family issues.

When choosing fiduciary services near me, consider your needs and values to define what you’re looking for. During the selection process, ask candidates about their licenses, experience, emergency coverage, insurance, privacy measures, client feedback, professional associations, and billing methods. Look for qualities such as strong credentials, attentive listening, personalized service, commitment, empathy, collaboration, broad experience, a solid track record, and positive references.

Professional fiduciary services fees typically range between 1 and 1.5 percent of Trust assets annually. However, some Professional Fiduciaries opt for hourly, monthly, or annual rates instead of a percentage of returns. The exact fee varies based on the specific role and responsibilities. It’s essential to consult with a Fiduciary before engaging their services to understand the associated costs.

Executor Support Fiduciary Services prides itself on being an adaptable and client-focused firm. Our dedication revolves around meeting our client’s needs and preferences with unwavering commitment and extensive experience in this specialized field. We are particularly proud of our outstanding track record and the positive feedback from our clients. Our ability to handle diverse challenges and keep things organized in dynamic situations drives us daily, knowing that Executor Support Fiduciary Services can make a meaningful difference in people’s lives.

Can’t Keep Up With All off the Details?

The Executor Support team can. Get started today with estate organization services you can trust.

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