What is a Fiduciary? Do I need one?

Fiduciary is a term used to describe a legal or ethical relationship of trust between two or more parties. The duties of a fiduciary vary on a client-to-client basis, however a fiduciary typically takes care of finances or property (known as an estate) for another person’s benefit. A fiduciary must avoid any and all conflicts of interest and may not profit from his/her position of trust.

Using a private fiduciary can help relieve a lot of pressure on family and friends. Administrating an estate takes an enormous amount of time, effort, and research to be done correctly.

If you or a loved one have a mental or physical impairment, are elderly and need care, do not wish to be a burden to family and friends/don’t have family and friends able to assist, or are looking to avoid conflict among interested party members, fiduciary services may fit your needs.

P.J. Robertson has been practicing, and owning her own business, for over thirty years. Robertson Fiduciary Services specializes in providing the respect and sensitivity each client and their family needs. 

Get in touch with us to set up a consultation, or use the contact form to inquire whether our services are right for you.