Your Life. Your Legacy. Thoughtfully Protected.
At Promise Fiduciary, we prioritize meticulous attention to detail. Our methodology and values ensure that you receive personalized, high-touch, innovative, trustworthy, and valuable care. One of the most important decisions you will make in your life is the selection of a fiduciary who will be there for you when you can no longer manage things for yourself. Your successor agent is responsible for managing assets and liabilities, communicating with professionals, family, and beneficiaries, making sound financial and healthcare decisions based on your wishes, and complying with all the terms in your estate plan.
Our services help you live more and worry less.
- Appointments as Personal Representative in your Last Will and Testament.
- Serving as a Trustee or Successor Trustee for individual, charitable and special needs trusts. We can also be named as a Trust Protector to ensure the wishes in your Trust are fulfilled and the trust is properly managed.
- Bill Paying and private bookkeeping services.
- Coordination of financial and legal matters with your professional wealth, tax, and legal professionals.
- Introductions and referrals to our Promise Signature Partners. The area’s finest legal, tax, insurance, wealth planning, medical and healthcare professionals.
- Serving as your healthcare surrogate and advocating for you while you’re in the hospital, a nursing facility, or at medical appointments.
- Overseeing homecare and caregiving case management, and coordinating support services in your home and transitions to assisted living, memory care, or skilled nursing.
- Home, business and real estate management services.
- Arranging for Cybersecurity and Identity Theft Protection.
- Our concierge services include Medicare insurance and long-term care planning solutions, arranging funeral and pre-need planning, real estate property sales and management, automobile transportation services, downsizing and moving assistance, business advisory services, scheduling art and antique appraisal services, medical appointment and travel arrangements, and pet care planning.
- Philanthropic planning and foundation administration to maximize your legacy.
- Communication and coordination of your wishes and plans with family, advisors, charities, and others.
- Special needs and personal requests are our specialty.
DISCOVER THE PROMISE FIDUCIARY DIFFERENCE.
Smart estate planning should never perplex, puzzle, or confound. We welcome the opportunity to speak with you about your specific estate planning, philanthropic, and legacy goals and concerns and to learn how Promise Fiduciary can support your success today and in the future.
