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?

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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

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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.

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SERVICES

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

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CHOOSING A TRUSTEE

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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.

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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...
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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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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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