The Fiduciary?s Friend concentrates on trust and estate services.
Our services are right for you if:
You settle a few estates every year and would like experienced help without the expense of hiring and training an associate attorney or a paralegal.
You want to provide trust and estate services as an additional client service, but need a ?behind the scenes? service provider to assist with probate and tax filing deadlines.
You have a thriving estate settlement practice, but there are times when the work piles up and you need extra help to handle added volume or complex issues.
Access to sophisticated estate and tax planning services may help you minimize fiduciary liability, expensive penalties, or embarrassing missed deadlines.
We are happy to either work behind the scenes, so that you remain in charge of client communications, or we can interact directly with your clients in a non-competitive way under your supervision.