OUR WHY
Our founder created Trinity Fiduciary Services, LLC after recognizing the lack of affordable, reliable options for clients who need a professional fiduciary, whether as a trustee, executor, conservator, real property manager, power of attorney, or personal representative. We specialize in delivering personalized, detail‑oriented service tailored to each client’s unique needs.
OUR APPROACH
TRINITY offers a unique approach to providing trust and estate administration. 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. We do not provide legal, investment, or tax advice.
OUR FEE STRUCTURE
A Simple, Transparent Fee Structure: We charge a straightforward fee-for-service based on the actual hours spent managing your estate on your behalf. This approach helps ensure our interests are aligned with yours. We can provide ongoing services as needed, no retainer fees for being named, and our services are accessible to most due to our low minimum asset requirements.
OUR EXPERIENCE
With over 21 years of 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.