Trust & Fiduciary Services

Fiduciary ServicesYou are making a wise move when you decide to craft your estate plan. You made decisions about your asset distributions and selected your beneficiaries. 

But now you must answer this key question: Who will you choose to be your trustee or executor? 

In other words: When you die or if you become incapacitated, who do you think could manage your finances or estate in the same way you would want?

At first this may seem like an easy question to answer. But there are considerations that may make your selection more difficult.

  • Family members or loved ones may feel overwhelmed with an already busy life

  • You may trust someone with the job, but they might not be the best manager of money or they may lack the skills to carry out your wishes

  • There may be conflict when choosing one family member over another

Serving as a Trustee or Executor

As trust and estate planning attorneys, we are particularly trained in the nuances of trust and estate law and the many fiduciary duties that must be adhered to.

We understand when discretion may be exercised, the obligation to invest money prudently, and the importance of communication with the beneficiaries.

We also make sure

  1. the terms of the trust are clear and are adhered to
  2. that the beneficiaries receive what they are due
  3. that income tax returns and required accountings for the trust are filed on time and are accurate
  4. and, most importantly, that your intent in creating the trust is achieved
There are a lot of factors to consider when choosing an appropriate fiduciary to oversee that your estate planning wishes are carried out properly and the way you wish.  But also, keep in mind that we can shoulder this responsibility for you by assuming the role of trustee or executor as well.  If you need some assistance getting your estate plan and fiduciary choices in order, contact us today. We'd be happy to help.

For more information about trusts and fiduciaries, click below:
Client Reviews
“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA
“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT
Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT
The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT
Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT
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