Private Fiduciary
Protecting Your Best Interests with Professional, Objective Service
What Does a Private Fiduciary for Seniors Do?
Acting as a trustee or conservator is a big responsibility, since mistakes have a major impact on everyone involved. Ensure every business and financial decision is objective and appropriate with a professional fiduciary. Professional fiduciaries can provide both accurate court accounting and bookkeeping services, as well as securing independent living for seniors.
At Smith Marion, we act as trusted professional fiduciaries for many of our clients. As licensed professionals, we understand the importance of knowing that your trust, estate, or conservatorship is being managed legally, ethically, and accurately. We act as caring and objective fiduciaries and client advocates.
Our Professional Fiduciary Services include:
- Trustee, Successor Trustee
- Power of Attorney for Asset Management
- Conservator of Estate
- Guardian of Minor’s Estate
- Special Needs Trusts
As a dedicated CPA firm and trusted professional fiduciary, we believe it’s essential to develop long-lasting relationships and bring each client into the Smith Marion family. In every interaction, our team acts with integrity and genuine interest. We know the importance of really getting to know each of our private fiduciary clients – their needs, their goals, and the things that make them smile. That is why we offer an array of fiduciary services and bookkeeping for seniors.
Let’s Talk About How We Can Help
More Services
Eldercare & Financial Care
Helping seniors understand how to make the best choices for their lives and personal situations.
Court Accounting
Providing accounting, documentation and reporting to Trustors, Beneficiaries of the Trust or the Court.
Tax Services
Providing tax preparation for individuals and trust, tax planning, and year-end booking for tax preparation.
Private Fiduciary Resources
Does a Guardianship Override a Power of Attorney in California?
If you’re navigating a loved one’s declining health or mental capacity, you may be wondering what legal tools exist to help manage their affairs, especially when prior plans are in place. During such an emotional time, it’s common to wonder: … Read More
Executor of a Will Duties: An Overview
If you were named the executor of a will, this is a tremendous honor. But it’s also a considerable responsibility that involves a variety of executor of a will duties, many of which require precision, legal knowledge, and attention to … Read More