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When to Hire a Fiduciary

Attorney vs. Fiduciary

While attorneys provide legal counsel, draft documents, and establish the legal framework, licensed fiduciaries are responsible for executing and managing the day-to-day administration of trusts, wills, and powers of attorney. They ensure that assets and responsibilities are handled in accordance with the client’s wishes. Fiduciaries also collaborate closely with attorneys, accountants, physicians, and other medical professionals—as well as property managers and financial advisors—to implement comprehensive plans that reflect the client’s goals and values. In many ways, a fiduciary serves as the Chief Operating Officer—or Project Manager—of a client’s life, coordinating financial, legal, and personal affairs with precision, care, and integrity.

Rock Maze

Solo Agers
Single, Divorced, Widowed and INDEPENDENT

Nobody likes to admit it—but at some point, nearly everyone needs support to navigate life’s complexities. For solo agers—those without close, dependable family or friends—planning for their retirement and legacy years often falls squarely on their shoulders. Eklund Fiduciary Solutions is dedicated to serving solo agers who value independence and autonomy while ensuring they are well-prepared for life’s transitions. From managing financial affairs, mapping out contingency plans for life, and administering trusts, we provide the guidance and expertise needed to secure a stable and confident future.

Pre-Retirement
Simplify and Take Control

Pre-retirement is a strategic period to streamline your life, paving the way for long-term autonomy and control. This phase is particularly crucial for solo agers, often involving the creation of a Trust, determining medical directives, electing POA (Power of Attorney), and appointment of a Successor Trustee. By taking a proactive approach to personal, medical, and financial matters, clients can lay a robust foundation for trust and legacy planning. Fiduciary services at this stage, such as bill management, power of attorney establishment, and security-enhancing systems, can significantly reduce stress and provide peace of mind.

Vintage Bike
Walking Sticks
Walking the Dog

Retirement & Legacy 
Simplify and Take Control

In retirement, a fiduciary can act as the "Chief Operating Officer" of a client's life, ensuring their affairs are managed efficiently and professionally. This includes maintaining current trusts, providing impartial oversight, and coordinating with legal, financial, and medical professionals. More importantly, a fiduciary respects and values the client's independence and dignity, supporting them throughout their aging process while staying aligned with their long-term vision and goals.

Trust Administration 
& Estate Settlement
Honoring your legacy

As a named Successor Trustee, Eklund Fiduciary Solutions provides professional, impartial trust administration, ensuring a smooth and respectful settlement process. This is an ideal solution for individuals without close family or in situations where a neutral third party can help minimize conflict and reduce family tensions. Our role includes managing all legal and administrative responsibilities, honoring the wishes of the deceased, and facilitating the timely and efficient distribution of assets to beneficiaries with professionalism and care.

Beautiful House
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