Our Fiduciary Duty to You

To be a Fiduciary, is to be unfailingly loyal to the instructions and wishes our client, settlor, beneficiaries, and/or conservatee has given.
To collect and inventory all assets
Obtain fair market values
Prepare and have ready accountings of assets (generally reviewed annually)
Identify and locate beneficiaries
Manage, protect and invest assets
Open appropriate financial accounts
Open safe-deposit box
Pay debts and expenses
Insure the filing of tax returns and payment of taxes--federal and state
Meticulously record all payments
Distribute remaining assets to the proper beneficiaries
Communicate with beneficiaries impartially

Fiduciaries Never Do the Following

Co-mingle trust funds with personal funds
Loan trust assets without proper documentation and security
Receive assets in their own name
Make final distribution of trust assets before obtaining waivers, receipt, and releases from the beneficiaries; or
Invest trust funds outside of the Prudent Investor Act requirements.