Let Promise Fiduciary be Your Guide.
Promise Fiduciary is a concierge advisory firm providing private fiduciary, professional guardianship, trust, philanthropic, and estate administration services in Southwest Florida. The hallmark of our professional service is the unparalleled personal care and guidance we deliver for our clients, providing ultimate peace of mind today and in the future. Addressing the complexities of aging, including physical, emotional, cognitive, and financial issues, requires a trusted, experienced, and empathetic eldercare guide. We provide the support and guidance needed during these transitions.
If ensuring your well-being, sustaining your current lifestyle, protecting your wealth, maintaining your health and independence, and fulfilling your estate plan wishes are important to you, then we invite you to learn more about Promise Fiduciary.
Your Goals | Our Focus
We offer a complimentary initial consultation to discuss your estate, fiduciary, and philanthropic planning needs, goals, and future challenges. We review estate planning documents and current fiduciary appointments, explaining how Promise Fiduciary operates and the value we bring to your life and plans. We will also discuss our compensation and the steps to secure our services, which often occur at a later date.
Our Services
- Personal Representative/ Executor (Named in Your Will)
- Trustee & Successor Trustee (Named in Your Trust)
- Designation of Healthcare Surrogate (Named in Your Advance Healthcare Directive)
- Attorney in Fact (Named in Your Durable Power of Attorney)
- Professional Guardianship
Benefits of Working with Us
Peace of Mind
All great relationships are built on trust. When it comes to finding a trusted partner to ensure your wishes are honored and estate planning goals achieved, the decision is as personal as it is financial.
Tailored Solutions
No two individuals or families are identical. Our clients come to us at different stages of life with different goals and objectives in mind. Our customized approach enables us to meet your personal needs at the proper time and in the proper measure.
Expert Guidance
As you move through life, you’ll make important decisions with a lasting impact. You’ll want guidance from experts you can trust, who understand you, and always work in your best interest.
Team Approach
Unlike corporate trustees and many other providers, we specialize in working with your professional advisors. Choosing us does not mean losing the team you have spent a lifetime building.
Empathy and Advocacy
Our role is not merely that of a business or financial manager. It is also a nurturing bond of trust, concern, advocacy and attentive care so that you can enjoy the best and most fulfilling life.
always here for you
We are available to our clients 365 days a year 24/7. Our clients are provided with our leadership team’s cell phone numbers and encouraged to reach out anytime for assistance.
A Message from Jeff Cory, Founder & President
“My goal has always been simple: to help individuals and families feel protected, supported, and confident about the future. At Promise Fiduciary, we walk alongside our clients with compassion, integrity, and the experience to help navigate life’s most important transitions.”
— Jeff Cory, Founder & President