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