Fiduciary: One who manages, protects, invests the property or financial assets on behalf of another.
Serving as a trustee, personal representative, or executor comes with lawful statutory authority and duties. It’s serious work, and deadlines cannot be missed. Are you prepared to take on that role? Roni will help you, as court-appointed fiduciary or nominated trustee, handle the process more confidently, and avoid the kinds of conduct that can lead to later conflict or accusations of self-dealing, unfairness, or neglect.
Schedule a 15 min ConsultationThis practice area may include:
- Probate estate administration – whether formal or informal
- Trust administration (similar to probate but without the delays and court supervision)
- Guidance regarding statutory duties and impartial treatment of beneficiaries
- Guardianship and conservatorship guidance in uncontested matters
- Coordination with accountants and other professionals where appropriate
- Ensuring final income tax returns are filed and accountings are reported to heirs
Important note
Roni no longer represents beneficiaries/heirs in litigation or contested guardianships/conservatorships. Instead, Roni will only represent the fiduciary. For law firms that handle probate litigation in your county, see lawyers.com or avvo.com.