Each client is unique and incredibly important. What matters to you, matters to us. We view each case in the light of how we can best serve you and your loved ones; there is no asset minimum required for our services. Our commitment is to work diligently on your behalf, so that we may continuously earn your confidence.
Here is what you can expect from Grace Fiduciary Services:
Personal Attention
From planning through administration, we are committed to providing you and your loved ones with the highest level of personal service. We are eager to talk with you, get to know you, answer your questions, and address your concerns.
Responsiveness
Please call or email any time you need assistance or have a question. Although our fiduciary duties frequently involve off-site work, technology keeps us connected. We are never “too busy” – if we miss your call you will receive a same day response.
Your Team
Your attorney, financial advisor, accountant, and other professionals who have faithfully served your family are essential members of your life plan. As your private professional fiduciary, we are honored to join this team. Where there are vacancies, we will engage qualified professionals to provide the services you may need.
Security
We are serious about protecting the confidential matters of our clients and take precautionary measures to protect your private information and communications. Our trusted professionals adhere to the same standards.
Knowledge
We are committed to a lifetime of continuing education, and strive to improve our competence beyond the licensing requirements of the fiduciary profession. There is a lot to know. We broaden our knowledge through financial, legal, healthcare, and related education – and consult with trusted professionals who share this commitment. The more we invest in our skills, the better prepared we are to serve our clients.
Peace of Mind
Once we have met and you have appointed us as your successor trustee or estate administrator, you will have the assurance that your affairs are in order. As your future private fiduciary, we will communicate with you through the years and be ready to step in when the need arises. We will work hard to provide you and your loved ones with exceptional service, and look forward to earning your trust.
Please contact us at 310.529.7800 to discuss your specific needs.
Grace Fiduciary Services 