Advocate Fiduciary Services

Advocate Fiduciary Services’ goal is to assist our clients to remain independent and living at home for as long as the client’s personal and financial resources permit.
Advocate%20couple
What is a private Fiduciary?

Private Fiduciaries are experienced and trained professionals who stand in a special relationship of trust, confidence and responsibility in their obligations for managing the financial affairs and/or the personal care of an individual.

About Us

Afs%20pics%20006%20(2)
Get to know Advocate Fiduciary, our history, and our team.

Learn More

Services

Advocate services
Learn about the different services we offer.

Learn More

How To Choose A Trustee

Advocate%20small%20business
Who have you decided to name as your Successor Trustee?

Learn More

Love being fiduciaries
Why We Here at Advocate Fiduciary Services Love Being Li... In our day-to-day lives, we often get the question, “Why did you choose to go into the...
Power of attorney
Can I Have More Than One Person Appointed as My Power of... Can I have more than one person appointed as my power of attorney? The short answer is...
What%20is%20a%20trustee%20and%20how%20do%20i%20choose%20one
What is a Trustee and How do I Choose One?In our line of work, we get many questions, especially because fiduciary matters tend ...

View More

Questions or Looking To Start The Conversation?

Contact Us