Service Areas

ConservaTrust Fiduciary Services, Inc. focuses on six general areas:

  1. Assist families, individuals, and professionals with Trust and Estate Administration
  2. Choosing A Fiduciary
  3. A Concierge Touch
  4. Conservatorships
  5. Aid to Surviving Spouse
  6. Household Management

We invite you to learn more about how we can help in each of these areas.

Trust & Estate Administration

For court appointments or clients who prefer not to designate family, friends or business associates, we can be the safety net and serve to oversee care for them and their assets when they can no longer do so.

Choosing A Fiduciary

Estate planning attorneys often advise their clients to utilize the services of professional fiduciaries.

A Concierge Touch

In addition to managing complex financial matters, at ConservaTrust we are proud to provide hands-on, concierge-type services when clients are in need.

Conservatorships

Conservatorships are appointed by the court when an individual does not have capacity and no one has legal authority to act on his or her behalf.

Aid To Surviving Spouse

Assist surviving spouse during their time of need and adjustment.

Household Management

Maintaining a home can sometimes be a burdensome task as a person ages or other complications arise.