582 Lynnhaven Pkwy, Suite 100
Virginia Beach, VA 23452
(757) 995-4562
Fiduciary Services for Responsible Financial Oversight
When you or your loved ones need assistance managing financial and legal affairs, a trusted fiduciary becomes essential. At Harry J. Brown, PLLC, we provide professional fiduciary services with the highest levels of integrity, transparency, and care.
With over 17 years of experience, we help families navigate complex financial responsibilities, ensuring that assets are managed according to established wishes and the best interests of beneficiaries.
Our Comprehensive Fiduciary Services
Trust Administration
As trustees, we handle all aspects of trust management with meticulous attention to detail:
✔ Asset inventory and management
✔ Investment oversight
✔ Income collection and distribution
✔ Tax compliance and reporting
✔ Beneficiary communications
✔ Record keeping and accounting
Estate Administration
We guide personal representatives through the probate process and estate settlement:
✔ Probate court proceedings
✔ Asset inventory and valuation
✔ Debt satisfaction
✔ Tax filings and payments
✔ Asset distribution
✔ Estate closing
Power of Attorney Services
When individuals cannot manage their own affairs, we serve as agents under powers of attorney:
✔ Bill payment and financial management
✔ Asset oversight and protection
✔ Insurance administration
✔ Tax filings
✔ Contract negotiation
✔ Coordination with care providers
Guardianship/Conservatorship
We provide oversight and management for protected individuals:
✔ Financial management
✔ Property protection
✔ Court-required reporting
✔ Benefit application and management
✔ Coordination with healthcare providers
The Fiduciary Difference
A fiduciary is legally and ethically bound to act in your best interest. Our fiduciary responsibilities include:
Duty of Loyalty
Putting your interests ahead of our own
Duty to Account
Providing clear, accurate financial reporting
Duty of Care
Managing affairs with diligence and prudence
Duty of Impartiality
Balancing interests of current and future beneficiaries
Duty of Confidentiality
Protecting private information
When Fiduciary Services Are Needed
Our fiduciary services are valuable in many situations:
-
When a trust requires professional administration
-
During probate and estate settlement
-
When an individual becomes incapacitated
-
For seniors who need assistance with financial matters
-
For busy professionals who lack time to manage inherited assets
-
When family conflicts require an impartial third party
Our Fiduciary Approach
1
Thorough Understanding
We take time to understand the governing documents and your wishes.
2
Prudent Management
We apply sound financial principles to protect and grow assets.
3
Transparent Communication
We maintain clear, regular communication with all stakeholders.
4
Meticulous Documentation
We keep detailed records of all transactions and decisions.
5
Team Coordination
We work with investment advisors, accountants, and care providers as needed.
Why Choose Harry J. Brown as Your Fiduciary?
Legal Expertise
Our legal background provides valuable insights for complex situations.
Personalized Attention
We provide individualized service tailored to your unique needs.
Unwavering Integrity
We hold ourselves to the highest ethical standards.
Efficient Administration
We manage affairs promptly and cost-effectively.
Peace of Mind
You can trust that financial matters are being handled properly.
