Professional Private Fiduciary

Serving our clients with compassion and integrity

OUR WHY

Our founder, Andrea Downs, created Trinity Fiduciary Services, LLC (TFS) because she recognized the lack of options that were available to her clients who needed the services of a professional fiduciary serving as trustee, conservator, real property manager, power of attorney or personal representative. We specialize in personal detailed service for each of our clients and their unique needs.

OUR APPROACH
Trinity Fiduciary Services offers a unique approach to providing fiduciary services. Dr. Seuss says, "Why fit in when you were born to stand out!" We recognize that each of our clients presents a unique set of circumstances and we are committed to tailoring our services to the unique needs of each client; there are no cookie cutter solutions.

OUR COLLABORATION
We will work in conjunction with your current trusted advisors including your CPA, estate planning attorney, health care representative and investment manager to carry out your wishes.

OUR EXPERIENCE
With over 30 years of combined experience, TFS is a dedicated and qualified team of professionals who are well versed in trust & probate administration, conservatorships, real property management and regulatory changes that can impact a trust. Our knowledge and skills allow us to be competitive with larger banks and trust companies, but our smaller size allows us to accept clients with smaller trusts or estates and assist with unique situations; all with a personal touch.

Relationship Matters

We deliver in-depth, personalized, unbiased service in a candid and common-sense manner. For us, everything starts with you. It always has and always will. We see it as our responsibility to get to know you and to provide an unbiased opinion that’s most beneficial to you. At the end of the day, earning your trust and establishing a long-lasting relationship is the biggest asset we have.