EEA Professional Fiduciary & Estate Management Services
Professional Fiduciary & Estate Management Services:
- 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
Comprehensive Professional Fiduciary Services Tailored to Your Needs
Professional Trustee Services: Entrusting someone with the role of a Trustee is a critical aspect of effective estate planning. Whether managing a testamentary trust outlined in a will or a living trust established during one’s lifetime, the Trustee is tasked with executing the terms specified in the trust document. Should the initially appointed Trustee be unable to fulfill their duties due to incapacity or passing, it’s essential to have a designated successor. In the absence of one, the court takes charge of appointing a Trustee, often based on nominations from the trust beneficiaries.
Power of Attorney: Our fiduciary services extend to acting as an Agent under Power of Attorney, where we shoulder responsibilities for both healthcare and financial matters. In healthcare decisions, we serve as the attorney-in-fact, making crucial determinations, including placement, medical treatment, and final burial arrangements. With a focus on financial affairs, we meticulously handle personal and financial business according to the client’s documented instructions. The advent of Advance Health Care Directives has enhanced our ability to guide healthcare decision-making.
Trusted Advisor Services: As your Trusted Advisors, we go beyond traditional fiduciary roles. We offer insightful guidance and support, leveraging our expertise to assist you in making informed decisions. Our goal is to be your reliable partner in navigating complex financial and estate planning matters. Whether you need assistance with wealth management, strategic planning, or comprehensive advisory services, we are here to serve your unique needs.
Why Choose Our Professional Fiduciary Services?
- Expertise: Our team brings years of experience and expertise to every facet of professional fiduciary services.
- Trustworthiness: As licensed professionals, we operate with the highest standards of integrity and accountability.
- Comprehensive Support: From Trustee services to Power of Attorney and Trusted Advisor roles, we offer a complete suite of fiduciary services tailored to your requirements.
DO YOU HAVE THE FOLLOWING IN ORDER?
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 & HAVE A CONVERSATION WITH YOUR APPOINTED FIDUCIARY ABOUT YOUR WISHES.
We understand the importance of these roles in safeguarding your legacy and well-being. Contact us today to explore how our professional fiduciary services can serve you.
*CALL 855-463-3286 TO SCHEDULE YOUR FREE CONSULTATION WITH A LICENSED FIDUCIARY!
