Fiduciary Services

In addition to her estate planning law practice, Carol often serves as a fiduciary, or “trusted person,” for an incapacitated or deceased person’s estate or trust.

Carol has been appointed in numerous cases to act as an executor, trustee or conservator where an individual has either died, or because of incapacity, is unable to act for himself or herself. Where the individual is incapacitated, Carol steps into that person’s shoes, serving as trustee and agent under power of attorney and acting in the best interests of the incapacitated person. Where the individual is deceased, Carol acts as trustee and executor and works for the benefit of the deceased individual’s beneficiaries. Included in Carol’s duties are the duty to make the incapacitated or deceased individual’s estate financially productive, the duty to avoid conflicts of interest, the duty to keep the beneficiaries informed of the financial condition of the estate or trust, the duty to implement the incapacitated or deceased individual’s intentions as expressed in his or her estate planning documents, and the duty to invest the assets as a prudent person would.

Carol’s legal background and professional, yet caring, demeanor ensure an efficient and thoughtful administration. She makes a particularly good choice where there are complicated legal, business or family issues at play.

Carol’s fees are set by statute in probate estate matters.  She will need to learn more about the services that you need before she can provide you with an estimate of her fees for your non-probate matter. Carol offers a free one hour consultation.