Cucinelli Geiger, PC
What is a fiduciary?
A fiduciary is the trustee, executor, conservator or power of attorney of a loved one’s estate. The fiduciary is responsible for overseeing all of the complex legal and financial issues that follow managing someone else’s assets.
Cucinelli Geiger, PC provides professional fiduciary services – which means that we are here to lean on, educate and be financial advocates during your time of need. Our services can include assisting you with bill pay, closing or transferring accounts, preparing court Inventories and accountings, preparing trust reports, coordinating the preparation of tax returns and drafting Guardian reports. We can also serve as trustee, executor, guardian, conservator or power of attorney for you and your loved ones.
You – and your loved ones – deserve professional guidance.
Our highly-trained professionals are here to guide you every step of the way through the unfamiliar terrain of legal, regulatory and tax requirements. No one said managing someone else’s assets was easy! We help you through what can be emotionally challenging situations, with clear, concise explanations of requirements and timing. We also help you understand and work with the family’s geriatric care manager, accountant and financial planner.