Fiduciary Consulting
Serving as a trustee, personal representative, or agent under a durable power of attorney is a significant responsibility. Whether you're administering a trust, settling an estate, or managing someone's affairs during their lifetime, you're expected to make important decisions, stay organized, work with multiple professionals, and protect another person's wishes.
Most people have never served in these roles before. They don't know what they don't know.
That's where Heirloom comes in.
We've worked with trustees, personal representatives, and individuals serving under durable powers of attorney for many years. We've also served in these roles ourselves. That perspective allows us to anticipate issues before they become costly mistakes, identify what's coming next, coordinate the right professionals, and keep everything moving forward.
Our Consulting Services
Our team regularly works with trustees, attorneys, CPAs, financial advisors, banks, and families through trust administration, estate settlement, real estate transactions, and lifetime financial management under durable powers of attorney.
Every situation is different, but our services may include:
Understanding your responsibilities and priorities
Developing a practical plan for moving forward
Creating a complete inventory of assets and important information
Coordinating with attorneys, CPAs, financial advisors, banks, and other professionals
Budgeting, financial organization, and bill management for individuals serving under a durable power of attorney
Real estate decisions and the sale of trust, estate, or individually owned property
Organizing records and documentation
Anticipating potential issues before they become larger problems
Ongoing consultation as new questions and decisions arise
Whether you need advice for a single issue or ongoing involvement throughout the administration process, our goal is simple: anticipate problems before they happen, keep the process moving, and help you make informed decisions while avoiding costly mistakes.
Is This Service Right for You?
This service is designed for individuals serving as a trustee, personal representative, or agent under a durable power of attorney who want to remain in control while having an experienced resource to turn to when questions arise.
If you would rather appoint an independent professional to serve in one of these roles, learn more about our Professional Fiduciary Services.
The Heirloom Difference
We don't wait for problems to happen.
We anticipate issues before they become costly mistakes, coordinate the right professionals at the right time, and keep every moving part working together so you can move forward with clarity and confidence.
