EDISON FAMILY OFFICE SERVICES · PRESERVE
Trustee and Fiduciary Support
Ongoing support for the people who carry fiduciary responsibility.
WHAT IT ACCOMPLISHES
Ongoing support for the people who carry fiduciary responsibility.
Trustees, executors, agents under a power of attorney and guardians have duties that continue for years. We support them with the legal guidance, record-keeping and communication that keep them compliant and the beneficiaries informed.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Trustee duties, accountings and distributions
- Executor and agent guidance
- Beneficiary communication
- Coordination with accountants and investment advisors
GO DEEPER
- Probate & Trust AdministrationClear guidance for executors, trustees and families through probate, estate administration and trust matters.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Ongoing support for the people who carry fiduciary responsibility.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.