Role of a Professional Fiduciary

 

Manage clients' affairs - At Lee Fiduciary Services, we specialize in assisting individuals who require support in managing their affairs, whether due to capacity limitations or personal preference. While family and friends may provide assistance, certain circumstances necessitate the expertise of a seasoned professional fiduciary. We are dedicated to championing and safeguarding our client's interests with unwavering integrity and unparalleled expertise.

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Implement estate plan after client's passing - As a fiduciary, I undertake the responsibilities specified in an individual's estate plan upon their passing. This entails stepping into the role of a successor trustee, meticulously following the directives outlined in the estate plan, managing asset liquidation where required, and overseeing the distribution of assets to designated beneficiaries. It's worth noting that these cases may involve considerable complexity, especially in contested circumstances. For this to be set up properly, Lee Fiduciary Services is named in the estate plan documents.

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Provide comprehensive services - I possess extensive experience solving and managing a diverse array of issues, including but not limited to:

• Substandard care at facilities

• Cases involving elder neglect

• Will contests

• Locating important documents such as stock certificates and insurance policies

• Locating and collecting unclaimed assets

• Facilitating payments to creditors, including the Internal Revenue Service

• Conducting real estate business evaluations

• Clearing out hoarder homes 

• Navigating complexities surrounding secondary marriages with stepchildren

• Investigating matters involving parties overseas and their respective legal frameworks

• Working with law enforcement and private investigators

• Handling matters related to reverse mortgages

• Seamlessly transitioning from corporate fiduciaries

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