Fiduciary Services
Preferred can act as a power of attorney, trustee, executor and conservator. We become part of a client’s estate settlement team, regularly in communication with the client’s other advisors about the information they need and what needs to be done to settle an estate as efficiently as possible.
fi·du·ci·ar·y
A fiduciary is a person or organization that acts on behalf of a person or persons and is legally bound to act solely in their best interests.
IDEAL CLIENT FOR THIS PACKAGE
- You are in the process of setting up these legal documents.
- You don't want to give this authority to an inexperienced and biased family member.
- You need a back up to your current fiduciary.
- Your named executor needs support.
