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Discovery Call

Fiduciary Services

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Fiduciary Services

Trust is everything in a fiduciary relationship. The people you appoint must understand your needs and grasp what is truly important to you. Protecting one’s assets is our commitment when serving in a Fiduciary role.

4 stages of Fiduciary Services

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Secure Assets

Secure Assets

When we are called to act, our immediate priority is to make sure your assets are under our control. Whether real estate, financial accounts, or personal property, we work swiftly to protect what’s yours.
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Pay Expenses

Pay Expenses

Managing utility payments, your tax filings, sorting mail, and communicating with creditors are just a few examples of how we administer your financial affairs.
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Pay Valid Debts

Pay Valid Debts

Our job is to ask questions before paying debts. We will verify a debt is legitimate and only then will we pay it.
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Make Distributions

Make Distributions

We will follow your documents, which tell us exactly who will receive the balance of your funds. We will notify and send them any assets according to your expressed wishes.

If you have concerns or doubts about which stage you might be in and how you should prepare for what’s next, schedule a discovery call.

Schedule a Discovery Call

Fiduciary Services

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Power of Attorney for Property/Finance–

Choosing TAG as POA of Finance provides you peace of mind when considering how you want your financial affairs to be managed. If something happens to you and you are not able to exercise control over your finances for one reason or another, TAG will step into your shoes. Whether it’s making decisions on financial matters, business transactions, or retirement accounts, our staff will manage your affairs.

Guardian of the Estate

A decision of last-resort TAG is experienced at successfully navigating the unique and progressive role of guardianship. TAG safeguards our client’s income and assets under court supervision.
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Trustees

Appointing TAG as your trustee is an indication of your confidence in our judgment and capabilities. With our keen attention to detail and high standard of care, our clients rest assured that we act in the best interests of both current and future beneficiaries of the trust.

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Executors of the Estate

Your executor has a very specific and limited job to do pay off debts and channel the rest to your heirs.
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Examples of decisions made by Guardians:

  • Where you live
  • What medical care you receive
  • Who cares for you
  • Where you receive your medical care
  • What happens at end-of-life
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Fiduciary Support Services

You retain the legal authority; we do the work. For example, maybe paying bills has become burdensome, we will pay those bills on your behalf. Or, maybe you are named as a legal decision-maker (e.g., Power of Attorney for Property, Executor, Trustee), but do not have the bandwidth to execute all the responsibilities. Our support services are designed to help you manage all your tasks - from sorting mail to gathering paperwork for taxes, interfacing with creditors, getting you organized and keeping you on schedule.