Why choose a professional fiduciary?

Family members are often asked to serve as trustees, executors, or agents—but these roles can be demanding, time-consuming, and emotionally complex.

A professional fiduciary offers:

Neutral decision-making free from family dynamics or conflicts of interest
Consistency and accountability in complex legal and financial matters
Experience navigating estate, trust, and court processes
Reliability during emotionally difficult transitions

We are not emotionally entangled, financially conflicted, or overwhelmed by the responsibility. Our sole role is to faithfully carry out the duty entrusted to us.

OUR SERVICES

What I do.

I act in fiduciary roles appointed by individuals, families, or the court, always guided by duty, transparency, and the best interests of those we serve.

Trust Administration

Serving as trustee or successor trustee, managing trust assets, distributions, reporting, and coordination with advisors.

Executor / Personal Representative

Administering estates with efficiency and compassion—from probate filings to asset distribution and final accounting.

Power of Attorney Representation

Acting under a valid Power of Attorney to manage financial affairs responsibly and in alignment with the principal’s wishes.

Court-appointed financial oversight for incapacitated adults or minors, including asset management, reporting, and compliance.

Conservatorship Services

Fiduciary Coordination & Oversight

Working alongside attorneys, CPAs, financial advisors, care managers, and family members to ensure seamless execution.