FIDUCIARY SERVICES IN CONNECTICUT

DO YOU KNOW WHAT A FIDUCIARY IS,
AND WHY YOU MAY NEED ONE?

At first this may seem like an easy question to answer, but there are many important
considerations.

What is a Fiduciary?

A fiduciary is an individual or organization has a special relationship of trust and confidence where he or she acts on your behalf, placing your interests ahead of their own, acting in good faith and performing the duties with which you have entrusted them. This is not merely an ethical commitment; it is a legally binding obligation that is enforced pursuant to state statute. Fiduciary relationships are typically created by an individual formally appointing a person to do to be the trustee of their trust, the executor of their will, their power of attorney or even a conservator in the event they become incapacitated and court intervention be necessary.

Why might you need a fiduciary?

At some point in your person’s lifetime, you will be served by another person in a fiduciary capacity. Be it trustee, executor, attorney in fact, or conservator, the fiduciary acting as your agent will be obligated to serve your best interests, and do so selflessly, which is not always simple or easy. Who you choose to perform this act can be a critical choice.  In most situations, a family member or loved one is an appropriate choice. In some instances, however, they may be unable to do so for a myriad of reasons. They might not be the best manager of money, lack the skills and knowledge to carry out your wishes, or simply be too busy with their own lives to successfully accomplish the goal of protecting your wealth and shepherd it to its final destination. Frequently, conflicts of interest arise where a court ends up faced with honoring your choice of fiduciary or appointing a third party to do so. Selecting a trustworthy and experienced professional to serve as a fiduciary can avoid many if not most of these issues.

Providing Fiduciary Services as a Law Firm

Our firm frequently serves as executor, and trustee in the administration of decedent’s estates and trusts to assist individuals see that their business is effectively conducted. The professional at the Law Offices of Charles L. Kurmay possess extensive knowledge and experience in fulfilling these roles. Our attorneys have the requisite set of skills, and experience and the highest degree of ethical integrity to assist you and your loved ones in settling the estate of your loved one in this capacity, managing a trust for your children or a fund that you choose to create for a charity if that is the way you would like to dispose of your estate.

Fiduciary services we provide include: 

  • Being appointed as the executor of a Decedent’s estate through a will
  • Serving as trustee of a testamentary, charitable or other trust

The attorneys of our firm understand the legal nuances of estates and trusts. We act with prudence, discretion, and with full transparency.

When serving in a fiduciary capacity and across all our practice areas, our lawyers have the ethical integrity, legal knowledge, and personal dedication necessary to put your needs and goals first, and to help you achieve them.

Practice Areas:

Free Initial Consultation.
Evening & Weekend Availability.

For experienced, dedicated legal guidance in probate law, contact us at (203) 380-1743. We offer free initial consultations for prospective clients. Evening and weekend appointments are available for your convenience.

Small Firm Service | Large Firm Sophistication

Over 100 Years of Combined Legal Experience