What Are Professional Fiduciary Services?
Serving as a trustee, personal representative, or agent under a durable power of attorney is more than signing paperwork. It's accepting responsibility for another person's finances, property, legal obligations, and wishes.
That responsibility may include managing investments, paying bills, maintaining accurate records, communicating with family members, working with attorneys and financial professionals, overseeing the sale of real estate, protecting assets, and making difficult decisions during some of life's most challenging moments.
The decisions you make can affect finances, taxes, real estate, family relationships, and ultimately whether someone's wishes are carried out as intended.
Whether there are no family members available, loved ones live out of state, family dynamics are complicated, or someone simply prefers an independent professional, Heirloom serves in these important roles with objectivity, professionalism, and care.
Our background in trusts, estates, real estate, and family transitions allows us to anticipate issues, coordinate the moving pieces, and see the entire picture, not just one part of it.
When Appointed, We May Serve As
Trustee or Successor Trustee
Personal Representative
Agent under a Durable Power of Attorney
When appointed, we assume the responsibilities that come with that role. Depending on the circumstances, those responsibilities may include:
Creating a complete inventory of assets and important records
Maintaining accurate financial records and documentation
Managing finances, paying bills, and maintaining day to day financial oversight
Administering trusts and estates from beginning to completion
Communicating with beneficiaries, family members, and professional advisors
Working with attorneys, CPAs, financial advisors, banks, and other professionals
Making informed real estate decisions, including preparing and selling property when appropriate
Protecting assets while carrying out the wishes outlined in the governing documents
Is Professional Fiduciary Service Right for You?
Choosing who will serve as your trustee, personal representative, or agent under a durable power of attorney is one of the most important decisions you'll make.
If you're looking for an independent professional who will carry out those responsibilities with objectivity, sound judgment, and attention to detail, Heirloom is here to serve.