At Sugai and Sudweeks, we welcome the representation of professional fiduciaries. We have a great deal of experience in representing licensed private professional fiduciaries, non-profit organizations, and financial institutions in their fiduciary capacities as trustees, administrators, conservators, guardians and agents. We are familiar with the unique situations and responsibilities of the professional fiduciary.
We offer case evaluations services to assist the professional fiduciary in assessing the operational documents in a case for legal and liability issues prior to accepting appointment in a fiduciary capacity. Additionally, we have staff that is trained to expeditiously complete both informal and court supervised accountings for fiduciaries that prefer to outsource these tasks.