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Conservatorships
Court-Created Trusts
Credit-Shelter Trusts/Bypass Trusts
Custodial Trusts
Estate Settlement Trusts
Dynasty Trusts
Family Trusts
Generation-Skipping Trusts
Guardianships
Incentive Trusts
Irrevocable Life-Insurance Trusts (ILITs)
Marital Trusts
Probates
QTIP Trusts
Residuary Trusts
Special Assets Trusts
Special Needs Trusts
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ProFiduciary offers the following services to clients seeking the administration of a decedent's trust or estate:
- Independent and impartial administration of the estate pursuant to the terms of the governing document(s) and/or state law for the protection and benefit of all current, future and contingent beneficiaries
- Provide for the custody and safekeeping of all trust assets, documents and records
- Registration of all assets in the name of the fiduciary, its depository or nominee
- Periodic accounting statements and investment reports to trust beneficiaries
- Independent supervision of portfolio manager, including: investment monitoring and reinvestment of cash
- Action on capital changes, corporate reorganizations, proxies and maturing items
- Coordinate the preparation and filing of the client's personal income tax returns and/or trust fiduciary tax returns, as necessary
- Coordinate the preparation and filing of estate and/or gift tax returns, as necessary
- Supervision of property manager, tenant relations and lease/rental negotiations
- Supervision of real estate property maintenance, repairs and capital improvements
- Supervision of real estate sales
- Collection of rental income, royalty income and tenant reimbursements
- Payment of real property taxes, insurance, mortgages and other related expenses
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