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

Planning Your Retirement and End of LifeWhen it comes to your retirement and end of life, you want to ensure that you are prep...
What Type of Professionals Do You Need on Your Advocacy ... No one can do everything on their own, especially when it comes to safeguarding your f...
Top 10 things you need to know about Conservatorships.Find out what a Conservatorship is and why it's important you seek legal counsel when ...

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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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2022 WOMEN'S WEBINAR SERIES

Join our very own Christa Kinsman and the Women’s Webinar Series Team for a free monthly webinar series. Their mission is to help generations build a strong financial future and will be shedding light on common issues facing today’s women with digestible, 30 minute, topic-focused webinars.

REGISTER NOW

Questions or Looking To Start The Conversation?

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