Our Fiduciary Services

Trust Management

Managing trust assets as a fiduciary in today's dynamic environment demands a deep understanding of the trust, its provisions, assets, obligations, beneficiaries, and the long-term plan, along with the foresight to predict how present decisions impact the future.

Estate Executor

As your chosen executor, we'll oversee the estate, including asset allocation, debt settlement, and conflict resolution, while collaborating closely with stakeholders to handle all intricacies until completion.

Special Administrator

In situations where there's (1) no will, (2) an unavailable executor, or (3) disputes among heirs / beneficiaries, a special administrator may be necessary. As your chosen special administrator, we ensure proper estate management, asset distribution, and unwavering protection of your interests in full compliance with law.

Durable POA

In times of illness or incapacity, it is absolutely vital to designate a durable power of attorney. As your chosen representative, we will steadfastly safeguard your interests and expertly oversee all aspects of your affairs.

Trusted Referrals

The Lion Pride includes a vast network of specialized contacts to expand our service menu. Liaising with financial advisors, family offices, property managers, tax accountants, specialty attorneys, and more means there is no end to our expertise. Let's talk about your plans.