VOLUNTARY FIDUCIARY SERVICES

When parties need neutral, professional asset management but want to avoid the time and expense of court supervision, voluntary fiduciary services provide a private solution. Both sides agree to appoint a trusted fiduciary—someone with expertise in business operations, real estate, and dispute resolution—to manage assets, execute transitions, or mediate conflicts efficiently.

This approach keeps everyone in control while ensuring accountability and fair outcomes.

Fiduciary Solutions

Business Succession & Partnership Transitions

Voluntary fiduciary services are ideal for business owners planning succession, partners dissolving a business, or shareholders navigating buyouts. The fiduciary steps in to manage day-to-day operations, coordinate valuations, oversee asset distribution, and ensure smooth handoffs—all without requiring court intervention. This keeps your business running smoothly while protecting everyone's interests.

Estate Administration Without Probate Delays

When families need help administering an estate but want to avoid the delays and costs of formal probate, a voluntary fiduciary can manage assets, coordinate appraisals, handle creditor claims, and distribute property according to the decedent's wishes or family agreements. This approach provides professional oversight with greater privacy and flexibility than court-supervised estate administration.

Resolving Partnership & Family Property Disputes

Property disputes between business partners, co-owners, or family members can escalate quickly. A voluntary fiduciary serves as a neutral third party to manage the disputed property, collect rents, coordinate maintenance, and facilitate buyouts or sales… keeping the situation from deteriorating while working toward a fair resolution. By agreeing on a fiduciary upfront, parties maintain control and avoid the expense of litigation.

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