Fiduciary Services
The attorneys at Katz, Look & Onorato, P.C. are governed by the Colorado Supreme Court as opposed to being regulated by the Colorado Division of Banking.
Services
- Serving as agent, personal representative, and trustee
- Meeting with financial advisors and banks that provide custodial services
- Keeping records and accountings
- Making tax decisions
- Preparing tax returns
- Meeting with beneficiaries to discuss their needs
- Preparing budgets, paying bills, and making distributions
- Preparing and filing court documents
Advantages
- Established 1972
- Extensive knowledge and experience in handling estates and trusts
- Flexibility to serve as sole fiduciary, co-fiduciary, or successor fiduciary
- Impartiality
- Independence
- Lack of emotional bias
- Time availability to perform fiduciary duties
- Minimization of family disputes
- Continuation of fiduciary succession for years to come
Compensation
- We earn our fees on an hourly basis and we are reimbursed for costs
- Our compensation is based on work performed instead of on the size of your estate or trust