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.
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

Get to know Advocate Fiduciary, our history, and our team.

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Advocate services
Learn about the different services we offer.

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How To Choose A Trustee

Who have you decided to name as your Successor Trustee?

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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 is a Trustee and How do I Choose One?In our line of work, we get many questions, especially because fiduciary matters tend ...

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Questions or Looking To Start The Conversation?

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