EEA – Professional Fiduciary & Estate Management Services
Professional Fiduciary & Estate Management Services Offered:
- Trust and Estate Administration
- Pension and Survivorship Facilitators
- Coordinate and manage services
- Coordinate and Oversee Retirement and Investment Programs
- Trusted Advisor / Estate Coach Services
- Retirement and Annuity Programs
- Coordinate Care Management and In Home Care Services
- Financial Advisors/Accounting Services
- Review Estate Plan (Trust, POA, Advanced Directives)
- Establish and Inventory all Assets
- Day-to-Day Bill Paying and Secure Mail Management
- Manage Partial or Full Estate Business
- Personal Representative
- Marshall Assets
- Appointed Successor Trustee, Executor, Financial Power of Attorney
- Durable Power Of Attorney for Finances
- Conservator of Person & Estate
- Coordinate Hospital Discharge and Service Coordination
- Probate and Administration
- Insurance Review: Health, Life, Auto, Liability, and Long-Term Care
Information About Our Fiduciary Services
What is a Fiduciary?
Core Fiduciary Services
Bill Pay & Mail Management
We will pay your bills and send you monthly, or quarterly reports.
Add the “Mail Portal” feature, and get access to scanned images of your mail weekly.
EEA – Fiduciary Services
Professional Fiduciary Services Offered
Professional Trustee Services – The Trustee has the responsibility of carrying out the terms of the trust as set forth in a trust document. A trust can be created by the language found in a will or a document created during life. If the former, it is a testamentary trust; if the latter, it is a living trust. The trustee is usually a person named by the creator of the trust in the trust document. In some cases, the trustee cannot carry out his or her duties either because of incapacity or death. If there is no named successor trustee who can serve, the court has the responsibility of appointing a trustee, usually someone who is nominated by the trust beneficiary(s)*.
Power of Attorney – The responsibilities of a fiduciary acting as an Agent under Power of Attorney include the following: For health care, the fiduciary acts as attorney-in-fact to make health-care decisions, including placement, medical, treatment and final burial arrangements. More recently an Advance Health Care Directive provides this guidance. For financial matters, the fiduciary conducts personal and financial business pursuant to the client’s written instructions.*
Trusted Advisor Services –
DO YOU HAVE THE FOLLOWING IN ORDER?
(Download our Checklist!)
IF THE ANSWER IS NO, A LOVED ONE WILL BE PLACED WITH THE BURDEN OF HAVING TO COMPILE ALL OF THIS INFORMATION UPON YOUR DEATH. DO WHAT YOU CAN NOW, TO HELP ORGANIZE THESE IMPORTANT DOCUMENTS.
CALL 855-463-3286 TO SCHEDULE YOUR FREE CONSULTATION WITH A LICENSED FIDUCIARY!
*To ensure accurate information on this page, some fiduciary service descriptions were referenced from the PFAC.org website.
