Professional Fiduciary Services
What is a
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Why Consider Us?Clients choose us over family or friends because we are a neutral third party held to high standards. Hiring us allows friends and family to maintain their relationships with the person and each other--with less focus on caregiving tasks. We offer objective legal and financial expertise while managing the person’s affairs.
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Some of Our Popular Services
Integrity Probate & Trust can help with current needs.
We may also be designated in legal or estate planning documents for future fiduciary services.
We may also be designated in legal or estate planning documents for future fiduciary services.
Trust Administration
As directed by the trust, we administer trust assets, file tax returns, make distributions as directed, and provide accountings.
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Support for Family Members
Manage affairs of someone lacking decision-making capacity for issues such as housing, medical, finance, and more.
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Probate Administration
We finalize affairs, pay debts and taxes, assemble and direct remaining assets following the estate plan or will and probate law.
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What Others Say
Danielle is an intelligent, dedicated professional. She is organized, detailed and passionate about quality service. Danielle works to understand the entire case, then manages the all the tasks, budget and deadlines. Whatever her role, Danielle gives 100% and more! --C.M. |
Danielle is very thorough and attentive to all details. She will answer every question honestly, thoroughly, and respectfully. Her attention to every component is vital in making positive decisions with the client’s best interests in mind. --A.B. |
Danielle is conscientious, detailed, and caring. She will go the extra mile. When needed, Danielle is quick to manage change and to make recommendations. She would be a great asset for any client. --D.S. |
Danielle is an extremely capable, quick thinker who gets jobs done and exceeds expectations. She is tenacious in meeting deadlines and budget constraints. I consider it an honor to have worked with Danielle, and stand by her qualifications. --E.T. |
I have known Danielle for several years. She has helped me to organize my finances and future. The word INTEGRITY is Danielle. She is very dependable and follows through on commitments. Her honesty is above reproach. I highly recommend her services. --C.B. |
Over the years, Danielle has helped me with many financial and insurance related needs; I have never been disappointed. She has great communication skills and explains information so you can understand. Danielle is professional and knowledgeable; always available for questions. Her clients are always represented one hundred percent. --R.R. |
Our Approach
The client is the center of our work, so we begin with a personal conversation.
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This work is very personal, so every case is unique. We want those involved to feel comfortable hiring us.
Contact us today.