Advocate Fiduciary Services

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.

LEARN MORE

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

How to Distribute to Your Beneficiaries.Do you want your family's future taken care of? If so, read the following guide to lea...
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Why is a Special Needs Trust Important?Parents of children with special needs know that the future is full of uncertainty. Yo...
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The Importance Of Building An Advisory TeamA network of trusted advisors can help ease the burden of aging. Learn how Advocate Fi...
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OUR MONTHLY ENEWSLETTER

Our monthly eNewsletter "Your Advocate Note" will provide you with advice, resources, local events, and more! If you'd like to be added to our monthly email newsletter list all we need is your name and email. We'd love to share our monthly insight and info with you.

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Questions or Looking To Start The Conversation?

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