The ACE Fiduciary Group provides professional, personal, private, Trustee and fiduciary services.
A professional trustee or fiduciary is licensed, insured and experienced in handling the variety of estate matters.
Each person walks through their own aging process only once. A professional fiduciary does so with every client. We are familiar with resources and services needed by us all as we age. Professional fiduciaries are trained to know elder abuse and understand undue influence. We can help protect elders from this growing crime.
A neutral professional preserves your trust for your legacy. If there is conflict between family members a professional fiduciary can help keep conflict from eroding your estate. A professional fiduciary knows how to take legally authorized actions for your needs as you age and then for your beneficiaries when you are gone.
Since a professional fiduciary may not receive gifts or distributions from our clients, we do not have the potential conflict of interest that a family member may have. We act according to your written wishes to protect your assets and of minimize the types of errors non-professional make - lack of trustee reporting or errors in distributions.
We can assist families and small businesses when a 3rd party, neutral is required to close or manage an estate. A professional trustee is a must when you want to create a charitable trust to avoid IRS scrutiny. Click here to find out more about the services we offer.
In some cases, an elderly adult does not want to hobble the estate with a conservatorship and secures the services of a professional fiduciary to assist with daily financial management. Contact Us to request a FREE fiscal capacity tune-up tool.
Your choices; Your wishes.
Preserve the peace in your family.
Ease the burden on others by choosing a professional, licensed fiduciary to handle your estate or trust or a special needs trust for a loved one.
Your family attorney prepares simple updates to your estate plan.
The professional fiduciary only takes action when you require assistance or after you pass away. If you would like a referral to a few
excellent attorneys, let us know.
By selecting a professional fiduciary and seeing an attorney to document
your wishes, you will be more likely to avoid the cost, agony and court of a Conservatorship. The emotional and financial cost of Conservatorships are high - due to time in court, legal fees, and requirements.
Make your choices known in your estate planning documents to keep your estate private and secure.
We make the aging process less stressful and easier for you and your family. We work with our client's own circle of care to take care of needs and the details of life. Our professional fiduciaries are trained to
"Tap Into Your Circle of Care".
A fiduciary is charged to be a good steward of your financial or trust needs. We are responsible for following the terms of the trust, as set forth in the trust document. See the benefits of working with us.
Choose a professional with expertise in Legacy Trusts and special situations. A good steward is fair and reasonable in the fees charged and preserves the estate for the benefit of those for whom it is intended.