Services of a Professional Fiduciary

TRUSTEE
Administrate and carry out the terms of a Trust agreement; protects beneficiaries

POWER OF ATTORNEY
As your agent under a Power of Attorney, will act on your behalf on financial, health care or other matters

CONSERVATOR
Court appointed to manage the financial and/or personal care for an individual who is incapacitated

REPRESENTATIVE OF ESTATE
Will settle and distribute your estate according to your wishes

MONEY MANAGEMENT
Handle bill-paying and financial organization and provide you with easy-to-understand records

We’re here for you. Klein Fiduciary Services will allow you to relax and know that you are in competent and caring hands. For more information, please click here.