Services Provided Include:
Trustee services: revocable trusts, irrevocable trusts, special needs trusts
Trust protector and trust advisor services
Personal representative/executor services
Agent/Attorney in fact services
All services provided by Colorado Fiduciary Services are billed on an hourly basis. No fees are based on the assets being managed and, unlike many corporate fiduciaries, no minimum asset value is required.
If Colorado Fiduciary Services is appointed as successor trustee, there is no charge to the client until services are actually provided.
Colorado Fiduciary Services works closely with its clients and their advisors, including attorneys, financial advisors, insurance agents, accountants, and other professionals to preserve and protect our clients’ assets, carry out the planning goals of our clients, and ensure that the needs of the beneficiaries of the trust or estate for which we are serving are met. Colorado Fiduciary Services understands the importance of getting to know the beneficiaries, identifying their needs, and providing for those beneficiaries in accordance with the planning documents, while preserving and protecting trust and estate assets.
While Colorado Fiduciary Services is a Colorado limited liability company, Colorado Fiduciary Services, LLC does not provide legal services and is available to serve clients in all 50 states. Colorado Fiduciary Services, LLC provides a free consultation and would appreciate the opportunity to meet with you and your advisors to determine how we can be of assistance.