Home

Welcome to D&A Fiduciary Management

Most of us don’t know we need the services of a private professional fiduciary until we are in crisis.  In fact, most people, if asked, couldn’t describe what a professional fiduciary does much less why they might need the services of one.  At D&A Fiduciary Management, we provide peace of mind.  During your lifetime, we stand ready to step in and fill the void of managing your estate and providing for your personal needs including carrying out your expressed wishes related to health care and housing should you become incapacitated and unable to do so for yourself.  After you are gone, we serve as trustee of your trust and stand in your place to ensure that it is administered according to your instructions in the trust document.  If you have named a family member as successor trustee of your trust, we are also there to assist or relieve the designated trustee of their responsibilities and obligations should they become overwhelmed or find themselves conflicted in carrying out their dual roles as loving family member and trustee with all of the attendant administrative responsibilities.

D&A Fiduciary Management is not a trust company.  We serve as individuals which means that we can personalize and tailor our services to your specific needs rather than fitting you into a template as is often the case with large corporate trust companies and banks.

Services:

  • Private Trustee – including living or revocable trusts, irrevocable trusts (marital and bypass or exemption trusts), special needs trusts, charitable trusts and insurance trusts.
  • Agent Under a Durable Power of Attorney – including agent for finances and/or for health care
  • Conservatorship – including conservator of the estate and/or conservator of the person
  • Other Services:
    • Personal Representative for the Advanced Health Care Directive
    • Executor in a Will
    • Probate Litigation– including advisory services to determine fiduciary compliance