Advocate Fiduciary Services

Advocate Fiduciary Services’ goal is to serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership, and teamwork.

WHAT IS A PRIVATE FIDUCIARY?

Licensed 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

Our mission is to serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership and teamwork.

MEET THE TEAM

SERVICES

Advocate Fiduciary Services is here to assist in fulfilling the ultimate wishes through every stage of your life. Click Learn More below to discover the different services we offer.

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CHOOSING A TRUSTEE

Have you decided who to name as your Successor Trustee? We can help you consider all the factors necessary in choosing the right person to carry out your wishes.

HOW YOU CHOOSE

What Does Trust Administration Entail?When you die leaving a trust and/or will, your estate is in need of an executor. This ...
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...
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...

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Questions or Looking To Start The Conversation?

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