Our Services

Marble Fiduciary provides a full range of fiduciary support

  • Acting as your Trustee to manage assets, distribute funds, and ensure your trust’s terms are carried out according to your wishes.

  • We advocate for your healthcare choices, making sure medical decisions align with your directive.

  • Serving as your agent for both financial and healthcare Powers of Attorney, managing tasks and decisions in alignment with your preferences.

  • We are here to offer support from daily life management to personalized healthcare and financial support.

What to Expect with Marble Fiduciary

  • 1. Personalized Consultation

    Understanding Your Needs: We’ll start with a friendly conversation to understand your goals and concerns.

    Tailored Approach: We create a customized plan to address your unique needs.

  • 2. Clear Communication

    Regular Updates: We keep you informed with regular updates.

    Transparency: We explain each step clearly so you know exactly what’s happening.

  • 3. Responsible and Ethical Service

    Professional Standards: We follow strict ethical guidelines to ensure trustworthy service.

    Focused Attention: With a manageable caseload, we’re able to give you the attention you deserve.

  • 4. Daily Life Assistance

    Support with Paperwork: We help organize and manage important documents and daily tasks.

    Budgeting and Bills: Our practical approach makes sure your day-to-day finances stay on track.

  • 5. Healthcare Advocacy

    Coordinated Care: We work with your healthcare providers to support your health needs.

    Respecting Your Wishes: As your healthcare agent, we make sure your choices are followed.

  • 6. Reliable Long-Term Support

    Ongoing Partnership: We’re here for the long run, providing stability and peace of mind.

    Flexible Services: As your needs change, our services adapt to keep supporting you effectively.

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What is a Fiduciary?

A fiduciary is a licensed professional that helps you navigate your financial and medical needs. We make decisions that are in your best interest.

WE ARE YOUR ADVOCATE!

This duty often involves managing assets or making decisions on behalf of someone else, such as in a trust, estate, or investment scenario. Common examples of fiduciaries include trustees, guardians, and financial advisors.