Fiduciary Management

If you are serving as a trustee, agent, guardian, conservator or personal representative, you are a “fiduciary.” Fiduciaries are individuals or organizations in positions of trust, and they have legal duties to whomever they serve.  Fiduciaries who don’t fulfill their legal obligations can be personally liable for damages. Carrying out fiduciary duties can be complicated, and you may need guidance on complying with the terms of the governing documents, as well as applicable laws and regulations.  

How We Help You

  • Advice on keeping financial records
  • Advice on required notices and reporting
  • Referrals to CPAs, investment managers and advisors
  • Addressing disputes among beneficiaries
  • Seeking Court instructions or intervention if questions or disputes arise