Top-Notch Fiduciary Services in Colorado

Expert Fiduciary Services

.01

Conservator Services

Money Management
A Conservator is appointed by the Court to manage an individual's financial and business affairs. Colorado Professional Fiduciary Services' goal is to protect the client's assets and determine the best financial approach to ensure that the assets last a lifetime.

.02

Trustee and Trust Services

Trust Operations
A Trust is used in many different situations. The key is to have an experienced and trustworthy individual assigned to administer the trust because a trust is typically not court monitored. Colorado Professional Fiduciary Services is both Licensed and Nationally Certified and follows prescribed Standards of Practice in carrying out trustee duties.

.03

Personal Representative

Probate Execution
A Personal Representative, also known as the executor, is the individual chosen to administer the estate of a deceased person. Colorado Professional Fiduciary Services approaches these duties with care and attention to the family and beneficiaries of the estate. Its goal is to treat everyone involved professionally while understanding the dynamics of everyone impacted.

.04

Audit and Analysis Services

Financial and Document Review
Colorado Professional Fiduciary Services is highly skilled in the forensic audit, accounting, and analysis arena. It can review any financial (and other) document and present findings to assist in answering questions leading to solutions or actions.

.05

Forensic Accounting

Deep-dive into the "What Happened"

Hiring a Professional Fiduciary Is an Important Decision

Depending on the type of services you need, this person will have access to personal and financial information and you and/or your family members. You want to make sure you thoroughly vet the person being considered to receive the best possible service. The Professional Fiduciaries Bureau (licensing agency for Professional Fiduciaries) recommends interviewing the potential candidate before selecting a fiduciary. Here are some sample interview questions to ask before becoming a client.

Here are some sample interview questions to ask before becoming a client.
  • What type of services do you provide?
  • Are you insured for errors and omissions?
  • What credentials do you have?
  • What are your office and telephone hours? Are you accessible by text and/or email?
  • How long should I expect to wait to receive a response from you to a communication?
  • If there is an emergency after hours, how do I reach you or your staff?
  • What are your internal controls like? How is my confidential information protected?
  • What happens to me if something happens to you? What happens if you are no longer able to be my fiduciary?
  • Do you have a disaster recovery plan for my data?
  • What fees to you charge and when?
  • If you use other professionals (CPA’s, attorney, caregiver, etc.) what are their fees?
  • Do you work alone or do you have a staff?
  • If you have a staff, what types of services do you delegate to them?
  • What is the fee for services provided by your staff?
  • How often will you provide me with an accounting?
  • Can you provide me with references of past or current clients or other professionals you have worked with who I can contact?

We’re Your Colorado Conservatorship Professionals

We’re committed to a highest level of professional excellence in serving our customers. Our client support representatives are standing by waiting to consult with you.
Business Address
  • P.O. Box 62177 Colorado Springs, CO 80962
Servicing
  • Colorado