Professional fiduciary services, with a thoughtful and personal approach.
Some people are planning years ahead. Others need help now. Each potential engagement is considered individually based on the responsibilities involved, the circumstances, and whether the relationship is a good fit.
Planning Ahead
Establish a relationship in advance for a potential future role as successor trustee or agent under a financial power of attorney. This may be helpful if you don't have someone available to serve or simply prefer an independent professional.
Trust Administration
Serving as trustee when appropriately appointed and able to accept the role. Responsibilities vary depending on the trust and circumstances. Each potential trust administration is reviewed individually before an engagement is accepted.
Financial Power of Attorney Services
Serving as an agent for financial matters within the authority granted by the document. Responsibilities may include financial organization, bill payment, recordkeeping, and coordination with other professionals.
Fiduciary Consultation
Consultation for individuals, families, attorneys, and other professionals who want help understanding fiduciary roles, considering options, or thinking through next steps.
The initial consultation of up to 30 minutes is complimentary. Additional consultation is billed at the applicable professional rate.
The right fit matters
Accepting a fiduciary role is a significant commitment. We review the circumstances, expectations, and professional needs before agreeing to serve.
The SteEli Group does not provide legal advice, psychological assessment, or psychotherapy.
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