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Mountain Lake

TRUE NORTH FIDUCIARY SERVICES

Steady Guidance. Compassionate Care.

What We Provide

At True North Fiduciary, we step in when life steps out of bounds. Whether someone has passed, declined in capacity, or simply needs help managing their estate, we serve as trusted guides—handling everything from estate administration and personal representative duties to compassionate conservatorship and estate organization. 

 

We bring calm to chaos, structure to uncertainty, and dignity to every detail. Think of us as the compass that helps families find their way.

What is a Professional Fiduciary?

A professional fiduciary is a trusted individual or organization appointed to manage the financial and personal affairs of another, especially during times of incapacity or after death. This role encompasses duties such as administering estates, managing trusts, and ensuring that the wishes of the individual are honored with utmost integrity.

 

Choosing a professional fiduciary like True North ensures that these responsibilities are handled with expertise, neutrality, and compassion, alleviating the burden on families and ensuring peace of mind.

Our Services

Personal Representative / Executor Services 

As a court-appointed personal representative, we manage all aspects of estate settlement with diligence and care. From filing necessary legal documents to identifying assets, paying debts, and distributing inheritances, we ensure the estate is administered in accordance with the decedent’s wishes and applicable laws. Our experience allows us to navigate the probate process efficiently and respectfully, easing the burden on grieving families and ensuring no detail is overlooked.

 

Estate Administration  

We provide comprehensive estate administration services for both probate and non-probate matters. Whether named in a will or acting in coordination with family and legal counsel, we handle complex financial and legal responsibilities with professionalism and transparency. Our goal is to preserve the estate’s value, minimize delays, and honor the intentions of the deceased while supporting the needs of heirs and beneficiaries.

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Power of Attorney (POA) for Finances

True North Fiduciary provides neutral, professional management of financial matters under a valid Power of Attorney. We act with clarity, care, and transparency—handling everything from bill payment and account oversight to investment coordination and documentation. Please note: we do not currently offer healthcare Power of Attorney services.

 

Conservator Services  (Available Q4 2025)

When individuals are no longer able to manage their financial affairs, we serve as conservator to protect their interests with compassion and accountability. Appointed by the court, we manage assets, oversee expenses, and ensure that every decision is made in the individual’s best interest. We approach this role with sensitivity, respecting the dignity and autonomy of those we serve, while providing clear, ethical financial stewardship.

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Executor Support

Our Executor Support service is designed to assist non-professional executors in navigating the complexities of probate and estate settlement. Whether you need guidance, administrative support, or a knowledgeable partner to walk alongside you, True North Fiduciary offers experienced, compassionate help so you can fulfill your duties with clarity and confidence.

 

Additional Services 

To support our clients and their advisors more fully, we also offer a range of complementary services. These include Notary Public services, daily money management assistance, and fiduciary consulting. Whether helping to manage daily financial tasks, get a document notarized, or providing assistance with an ancillary probate, we bring the same trusted, hands-on approach that defines all of our fiduciary work.​

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We are currently accepting new clients. Contact us today to set up a free consultation. 

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Click here for our Fee Schedule.

About

Who We Are

Hello, I’m Junel Unrein—founder of True North Fiduciary Services.

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After more than two decades in leadership roles across financial services, organizational development, and personal estate management, I chose to become a professional fiduciary because I saw a critical need: individuals and families navigating life’s most complex transitions often lack an experienced, independent advocate they can trust.

 

My journey into this field began with a deep appreciation for order, clarity, and responsibility—and a desire to apply those strengths in service of others. Whether managing investments, real estate, or high-stakes family matters, I’ve always been drawn to solving problems, protecting what matters, and creating structure in moments of uncertainty. Becoming a fiduciary brought these skills into alignment with my values of integrity, autonomy, and clear decision-making.

 

At True North Fiduciary, we provide reliable, high-complexity fiduciary services for individuals, families, and professionals who need a steady hand and sound judgment. Our work includes acting as trustee, executor, conservator, financial agent, and other court-appointed or privately designated roles where accountability and impartiality are essential.

What sets us apart is our commitment to independence. We are not part of a large institution, nor are we influenced by external stakeholders. This allows us to act with singular focus on what’s right for each client, every time.

 

True North is more than a name—it’s a philosophy. We help clients chart a course through unfamiliar terrain, anchored by transparency, competence, and calm professionalism.

 

We serve clients throughout Oregon's Portland metro area, and offer virtual consultations when appropriate. If you're seeking clarity, protection, and principled decision-making, we invite you to reach out and explore how True North Fiduciary can support your unique needs.

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Get in touch with us today.

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Contact

Contact

TRUE NORTH FIDUCIARY SERVICES

10940 SW Barnes Rd. #139

​Portland, OR 97225

 

Tel:  503-389-0510

Email:  info@truenorthfiduciary.com

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