Fiduciary Management

Fiduciary Management

We provide specialized administrative and management services for fiduciaries such as financial institutions, attorneys, guardians, and individual trustees. As a fiduciary, these individuals are held to the highest standard of loyalty and honesty. However, not all fiduciaries are fully equipped to discharge this duty completely.  When this is the case, we can seamlessly provide the necessary back office support that a fiduciary needs.

Our fiduciary management services are available in bundled or unbundled packages, and is offered to financial institutions, law firms, banks and guardians who may be acting as trustees. Our years of experience can help anyone acting in a fiduciary capacity with an assortment of specialized services:

  • General Trust Administration Services
  • Timely Distribution Management Service
  • Comprehensive Budgeting Consistent with Trust Objectives
  • Experienced Trust Asset Management
  • Fully Integrated Back-Office Support System
  • Beneficiary Support Services

Whether you need the expertise to comply with Medicaid and SSI, or want a private label program that provides robust and comprehensive services, we can meet any combination of needs across the entire spectrum of fiduciary services.

To learn more about how our experts can help your law firm, contact us today to schedule a consultation.

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