Legal Services

Fees for legal and additional fiduciary services are charged at the hourly rate of the attorney or staff member performing the services. 

Mediation

Mediation provides an opportunity to address a difficult situation before it escalates. It is almost always a better alternative to litigation. When there are disputes among parties involved in estate settlement, we provide sensitive and knowledgeable mediation with an eye to finding a win-win solution. 

Bill Paying

When a person is unable to attend to day-to-day business such as bill paying, that job must be done by someone else, usually the trustee of a revocable trust or an agent under a general power of attorney. Virginia Fiduciary will provide that service when we serve as trustee and agent under a general power of attorney.

Agent under General Power of Attorney

Comprehensive estate planning contemplates not only death but disability. A complex estate plan includes a durable general power of attorney under which the appointed agent may handle assets not appropriately held in a revocable trust, such as retirement accounts. Unlike many corporate fiduciaries, Virginia Fiduciary will act as agent under a general power of attorney if we are also acting as trustee of a revocable trust.