Objective, Professional Fiduciary Support When It Matters Most
Families today are often spread across states, managing complex finances, medical decisions, and emotional stress — sometimes all at once. In these situations, having a trusted, independent third party can make a meaningful difference.
At Cartier CPAs, we provide professional fiduciary services designed to bring clarity, structure, and accountability to financial and administrative responsibilities. Our role is to act carefully, objectively, and always in the best interest of the individual or estate we serve.
What Does a Fiduciary Do?
A fiduciary is a person or firm legally appointed to act on behalf of someone else with the highest standard of care. Fiduciaries are commonly named in documents such as:
- Trusts
- Wills
- Powers of Attorney
- Court appointments
Depending on the situation, fiduciary responsibilities may involve financial oversight, recordkeeping, coordination with professionals, and clear communication with beneficiaries, attorneys, and courts.
Fiduciary work requires diligence, transparency, and sound judgment, especially when decisions must be made during periods of stress or transition.
Our Fiduciary Services
Cartier CPAs provides fiduciary support in a variety of roles, tailored to each client’s needs.
Trust Administration Support
Trusts are often administered outside of court oversight, placing significant responsibility on the trustee. We assist with trust accounting, financial reporting, and ongoing oversight to ensure trust terms and fiduciary duties are followed properly.
Estate Administration Support
Settling an estate can be time-consuming and emotionally difficult for families. Our fiduciary services help bring organization and neutrality to the process, supporting accurate financial management, documentation, and coordination with legal counsel.
Agent Under Power of Attorney (Financial)
When someone becomes temporarily or permanently unable to manage their financial affairs, a power of attorney allows an appointed agent to act on their behalf. We provide fiduciary support to ensure financial decisions are handled responsibly, documented properly, and aligned with the authority granted.
Guardianship & Conservatorship Accounting
Court-appointed roles carry strict reporting and compliance requirements. We assist with fiduciary accounting, financial reporting, and documentation to support guardians, conservators, and legal teams.
Examples of Fiduciary Responsibilities
Depending on the engagement, fiduciary services may include:
- Managing and monitoring financial accounts
- Paying bills and reviewing expenses
- Bookkeeping and financial organization
- Coordinating property transactions
- Overseeing care-related financial needs
- Preparing financial records for tax filings
- Providing regular accountings and reports
- Coordinating with attorneys, CPAs, and other professionals
- Monitoring ongoing financial obligations and needs
Each situation is unique, and services are customized accordingly.
Why Choose Cartier CPAs for Fiduciary Services
Fiduciary work requires more than technical skill. It requires discretion, consistency, and trust.
Clients work with Cartier CPAs because we offer:
- Independent, objective oversight
- Strong accounting and reporting expertise
- Clear documentation and transparency
- Experience working alongside attorneys and courts
- A professional, steady approach during sensitive situations
We take fiduciary responsibility seriously and approach every engagement with care and respect.
Fees & Consultation
Fiduciary fees are typically based on the scope of services required. Depending on the engagement, fees may be structured on an hourly basis or as a percentage of assets under oversight.
We are happy to discuss fee arrangements and services during an initial consultation to ensure expectations are clear and appropriate.
Cartier Fiduciary Services, LLC
Objective, Professional Fiduciary Support When It Matters Most
Families today are often spread across states, managing complex finances, medical decisions, and emotional stress — sometimes all at once. In these situations, having a trusted, independent third party can make a meaningful difference.
At ,Cartier Fiduciary Services we provide professional fiduciary services designed to bring clarity, structure, and accountability to financial and administrative responsibilities. Our role is to act carefully, objectively, and always in the best interest of the individual or estate we serve.
What Does a Fiduciary Do?
A fiduciary is a person or firm legally appointed to act on behalf of someone else with the highest standard of care. Fiduciaries are commonly named in documents such as:
- Trusts
- Wills
- Powers of Attorney
- Court appointments
Depending on the situation, fiduciary responsibilities may involve financial oversight, recordkeeping, coordination with professionals, and clear communication with beneficiaries, attorneys, and courts.
Fiduciary work requires diligence, transparency, and sound judgment, especially when decisions must be made during periods of stress or transition.
Our Fiduciary Services
Cartier Fiduciary Services provides fiduciary support in a variety of roles, tailored to each client’s needs.
Trust Administration Support
Trusts are often administered outside of court oversight, placing significant responsibility on the trustee. We assist with trust accounting, financial reporting, and ongoing oversight to ensure trust terms and fiduciary duties are followed properly.
Estate Administration Support
Settling an estate can be time-consuming and emotionally difficult for families. Our fiduciary services help bring organization and neutrality to the process, supporting accurate financial management, documentation, and coordination with legal counsel.
Agent Under Power of Attorney (Financial)
When someone becomes temporarily or permanently unable to manage their financial affairs, a power of attorney allows an appointed agent to act on their behalf. We provide fiduciary support to ensure financial decisions are handled responsibly, documented properly, and aligned with the authority granted.
Examples of Fiduciary Responsibilities
Depending on the engagement, fiduciary services may include:
- Managing and monitoring financial accounts
- Paying bills and reviewing expenses
- Bookkeeping and financial organization
- Coordinating property transactions
- Overseeing care-related financial needs
- Preparing financial records for tax filings
- Providing regular accountings and reports
- Coordinating with attorneys, CPAs, and other professionals
- Monitoring ongoing financial obligations and needs
Each situation is unique, and services are customized accordingly.
Why Choose Cartier CPAs for Fiduciary Services
Fiduciary work requires more than technical skill. It requires discretion, consistency, and trust.
Clients work with Cartier Fiduciary Services because we offer:
- Independent, objective oversight
- Strong accounting and reporting expertise
- Clear documentation and transparency
- Experience working alongside attorneys and courts
- A professional, steady approach during sensitive situations
We take fiduciary responsibility seriously and approach every engagement with care and respect.
Fees & Consultation
Fiduciary fees are typically based on the scope of services required. Depending on the engagement, fees may be structured on an hourly basis or as a percentage of assets under oversight.
We are happy to discuss fee arrangements and services during an initial consultation to ensure expectations are clear and appropriate.