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.