Our Services

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  • Serving as Trustee for trusts requiring professional administration. Harbor Fiduciary manages trust assets, communicates with beneficiaries, maintains records, and oversees trust administration in accordance with the trust document and fiduciary obligations.Description text goes here

  • Acting as Agent under a Durable Power of Attorney to manage financial affairs when an individual is unable or prefers not to do so independently. Services may include banking, bill payment, financial recordkeeping, asset management, and coordination with professional advisors.

  • Serving as Healthcare Agent pursuant to an Advance Healthcare Directive, helping ensure healthcare decisions are made in accordance with an individual's wishes, values, and best interests. Harbor Fiduciary communicates with healthcare providers, care teams, and family members to support informed decision-making and continuity of care.

  • Serving as court-appointed Conservator of the Person, Conservator of the Estate, or both, for individuals who require assistance with personal, medical, or financial decision-making. Harbor Fiduciary provides thoughtful oversight while promoting dignity, independence, and quality of life whenever possible.

  • Providing professional fiduciary services for the administration of estates, including service as Executor, Successor Executor, or court-appointed Administrator. Harbor Fiduciary oversees the orderly administration and settlement of estates, working with attorneys, accountants, financial institutions, beneficiaries, and other professionals as needed to fulfill fiduciary responsibilities.

  • Providing day-to-day financial management services, including budgeting, bill payment, recordkeeping, income monitoring, and financial organization. Harbor Fiduciary helps ensure financial obligations are met accurately and on time while maintaining detailed records and financial accountability.

  • Helping individuals and families prepare for future incapacity, death, or changing circumstances through advance fiduciary planning. This may include planning for future trustee, financial power of attorney, healthcare agent, executor, or other fiduciary appointments. Planning ahead can provide continuity, reduce uncertainty, and ensure a qualified, independent fiduciary is prepared to serve when needed.