Fiduciary Services
Overview
When a family needs a neutral, professional fiduciary — someone to administer a trust, step in as successor trustee, or serve as agent under a durable power of attorney — a licensed CPA brings something many family members or close friends cannot: financial expertise, professional accountability, and no personal stake in the outcome.
I am actively building my fiduciary practice in Tallahassee and work closely with local estate planning attorneys, including through my membership in the Tallahassee Regional Estate Planning Council and the National Association of Estate Planning Councils. My board service on the Audit and Finance Committee of Elder Care Services keeps me closely connected to the needs of aging individuals and their families. If you're an attorney considering a referral, or a family member exploring your options, I welcome the conversation.
Services
When the original trustee is no longer able to serve, a successor trustee steps in to manage and administer the trust according to its terms. As a CPA, I bring disciplined financial management, accurate record-keeping, and professional impartiality to a role that is often thrust upon family members at the worst possible time.
A durable power of attorney gives an agent authority to manage financial affairs on behalf of the principal. When families want a neutral professional — rather than a family member who may have competing interests — a CPA agent offers objectivity, financial discipline, and a clear paper trail.
For newly established trusts or ongoing arrangements where an independent, professional trustee is preferred, I can serve as trustee — managing assets and fulfilling fiduciary duties with the financial acumen of a CPA and the accountability of a licensed professional.
Whether or not I serve in a fiduciary capacity, I prepare trust and estate income tax returns (Form 1041) for trustees who need a CPA to handle the tax side of trust administration.
Why a CPA Fiduciary?
I have no inheritance stake and no personal relationship that complicates objectivity.
I understand tax implications, asset accounting, and fiduciary record-keeping at a professional level.
As a licensed CPA, I am held to ethical and professional standards that protect beneficiaries.
Active member of the Tallahassee Regional Estate Planning Council and the National Association of Estate Planning Councils — I work alongside attorneys, not around them.
As a board member of Elder Care Services (Audit & Finance Committee), I understand the real-world challenges facing aging individuals and their families.
I am building this area of my practice deliberately and carefully, working with local estate planning attorneys and taking on engagements where I can serve clients well. If you are an attorney considering a referral, I am happy to discuss the specifics and whether the situation is a good fit. If you are a family member researching your options, I welcome a no-pressure introductory conversation.
Let's Talk →