Fiduciary Services

“I don’t have any family or friends who I trust to be my executor. What should I do?”

“I don’t want to burden any of my children with the responsibility of being my trustee. I fear it might cause conflict in my family. Is there someone else I can pick?”

In some situations, The Heritage Law Group can serve as your Executor, Trustee, or Agent. This may be advisable if you do not have any family or friends available to serve in those capacities. We do not normally recommend ourselves for these roles because we do not want you to feel pressured in any way. But we may be willing to act in these positions if you request it. Of course, we will help you review all your options and fully disclose our fees for these services. If you are interested in having The Heritage Law Group serve as your fiduciary, please tell us this during your appointment.