What is a Professional Fiduciary
Professional Fiduciaries manage their client's personal affairs, including daily care, housing & medical needs, & finances. This ranges from paying bills to handling investment & trusts. Often times, they are hired as a neutral third party where family is either unable or unwilling to manage the estate, or where the estate is complex & a professional is needed.
Bethel law & dkbstrategies
Bethel Law has partnered with DKBStrategies, Inc., a professional fiduciary company, to provide our clients with the greatest all-encompassing care when it comes to assisting our clients manage their estates during their lifetimes and beyond. By combining smart estate planning techniques with compassionate asset management, we are able to provide the utmost care to our clients while ensuring their wishes are established and followed exactly as desired.
While we are excited to offer this service to our clients, availability is currently limited. Curious what Bethel Law and DKB can do for you together? Simply book a free consultation here or call us at 909-307-6282 to learn more.
These are some of the services provided through the Bethel Law Corporation. Contact us for further details or clarification on any of the items listed above or to set an appointment.