Professional Personal Fiduciaries

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We’ll be happy to get you started in the right direction with a 30-minute, no-obligation call. Book an appointment today. Call us at 503-410-7461 or email us at [email protected]

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What is a Professional Fiduciary? Do you need one?

A Fiduciary is a person acting in a position of trust who has a responsibility to act in good faith for the benefit of the person(s) with whose interests he/she is entrusted.

A Professional Fiduciary is a broad term: A Fiduciary can act as a trustee, administrator of an estate, or as Conservator of the Person and/or the Estate. A Fiduciary can also serve as Power of Attorney for Finance and/or Health Care and pay bills.

Having a Fiduciary in place allows you the freedom to enjoy life without the fear and worry of the future.