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WHY A PROFESSIONAL FIDUCIARY?

Unfortunately, when health issues such as aging, memory loss, illness, or physical limitations happen to a loved one, family members may not always be able to help. Distance, work schedules, and other commitments may prevent the kind of involvement and attention they would like to give. That’s when a neutral third party, a private professional fiduciary is an invaluable tool.

FIDUCIARY SERVICES

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WE TAKE YOUR TRUST SERIOUSLY.

We are committed to carrying out your wishes, giving our clients greater peace of mind that their affairs will be handled according to their directives, with personal oversight and great care. We are licensed and qualified to serve as administrator, executor, trustee, guardian, and agent under a Durable Power of Attorney. Coast Fiduciary Services will work with your advisors – including attorneys, care managers, agency case workers, financial planners, accountants, and investment advisors.

WHO WE ARE

FOR THE LITTLE THINGS. FOR THE BIG THINGS.

When you need someone you can trust to make important decisions about estate, trust, or even healthcare, you can trust in Coast Fiduciary Services to follow your guidelines and carry out your wishes.

RESOURCES

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© 2019 Coast Fiduciary Services