Fiduciary Solutions

Executing your wishes as directed in your estate plan is a complex process that requires extensive probate administration, management of your assets, and disbursements to your beneficiaries.

With Family Wealth Advisors as your executor, successor trustee, or co-trustee, you can rely on solutions and expertise to settle your estate efficiently, professionally, and impartially.

Fiduciary Services

Fiduciary Services

  • Revocable Trusts
  • Irrevocable Trusts
  • Sole Trustee or Co-trustee
  • IRA Rollovers
  • Trust Account-Related Real Estate Services
Estate Administration

Estate Administration

  • Executor
  • Personal Representative
  • Special Administrator
  • Probate Expertise
  • Investment Agent for Executor or Personal Representative

 

Professional Partnerships

Professional Partnerships

  • CLE Sponsorship
  • Document Review and Administrative Perspective
  • Jurisdictional Support and Guidance
Advanced Planning & Administration

Advanced Planning & Administration

  • Business Entities (FLP, LLC, LLP, LLLP)
  • GRAT, GRUT, IDGT/SIDGT
  • ILIT and Special Need Trust Administration
  • Charitable Remainder and Lead Trusts
  • Foundations

 

We also offer specialized services that go beyond the basics

Our specialists have experience managing real estate assets, as well as unique assets such as oil, gas, and mineral interests. Whether the assets are local or global, our team strives to deliver the highest level of service to maximize the value and return of all your specialty assets.

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