Fiduciary Representation Services

Legal representation is crucial for Pennsylvania fiduciaries due to the complex nature of their responsibilities and potential liabilities. Fiduciary duties in Pennsylvania are multifaceted and can vary depending on the specific role. Given the potential for personal liability, complex legal duties, and the need for accurate reporting and fair compensation, having legal representation is essential for Pennsylvania fiduciaries to navigate their responsibilities effectively and mitigate risks. ​​

I offer comprehensive representation for fiduciaries across a wide range of legal matters. 

Types of Fiduciaries: 

  • Trustees

  • Personal representatives and executors

  • Guardians and conservators

  • Agents acting under powers of attorney

Key Areas of Fiduciary Law: 
Help you as the fiduciary navigate your complex legal and ethical duties including:

  • Duty of loyalty

  • Duty of care

  • Duty of impartiality

  • Duty to account

  • Duty of confidentiality

When You Hire Me, I Will:

  • Protect you from Personal Liability

  • Navigate Complex Legal Duties

  • Assist with your Fiduciary Compensation

  • Provide you with Guidance on Legal Procedures

  • Defend you Against Allegations

  • Ensure your Compliance with Reporting Requirements