Fiduciary Counseling

You’ve been named as a trustee. But it isn’t always as glamorous as it sounds. You have taken on a big responsibility and you may not even know exactly what that entails. But you have been chosen for a reason, and now you need to make sure you act according to your loved one’s wishes, but also in compliance with the law. We act as a partner to trustees as they navigate the complex waters of Trust Administration. Whether it’s interpreting the document’s terms, dealing with a difficult beneficiary or filing tax returns, we walk with you as you shepherd your loved one’s finances to carry out their wishes.