We are committed to providing the very best fiduciary services. To achieve that end, you can expect the following when working with us:
Dedication
Assistance from attorneys, legal assistants and other support staff who specialize in representing fiduciaries and serving as a fiduciary and who continually receive training to provide the very best services.
Continuity
A team of professionals who will assist you so that the absence of one particular individual will not prevent you from receiving advice on any urgent matter and that we will be available to handle your legal matters promptly and efficiently.
Commitment
A continuing relationship with us so that, we can help you carry out your duties as fiduciary, or to serve as fiduciary, for the benefit of your family and the beneficiaries in the years to come. We are truly dedicated to growing with you and helping you fulfill your duties and responsibilities over time.
Full Service Solutions
Guidance not only in interpreting and understanding the operative documents, but support in more specific areas such as estate, inheritance and income tax filing requirements, understanding statutory requirements such as the prudent investor act, the uniform principal and income act and the uniform trust code (if applicable), coordination with financial planners, CPAs and other professionals and all other assistance necessary to provide the most comprehensive services available.
A Helping Hand
In the event a legal, tax or other matter arises for which we are unable to provide proper advice, we will ensure that you are provided with referrals to the most capable and trustworthy advisors who are committed to the same standard of excellence to which we dedicate ourselves.
