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 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, real estate sales, and daily money management assistance. Whether helping to manage daily financial tasks, get a document notarized, or prepare property for sale, 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.
Who We Are
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At True North Fiduciary Services, we offer trusted fiduciary support grounded in integrity, professionalism, and care. We work in close collaboration with attorneys, financial advisors, and other professionals to ensure that every client’s estate and financial matters are managed with precision, discretion, and a steadfast commitment to ethical standards. Whether serving as a trustee, personal representative, or consultant, we bring clarity and consistency to every engagement—honoring both the letter and spirit of each client’s plan.
We also understand the deeply personal side of fiduciary service. Our role often extends beyond paperwork and legal responsibilities—we’re here to support people during some of life’s most vulnerable moments. With compassion and respect, we help individuals maintain independence and dignity while navigating aging, loss, or complex family dynamics. Our clients and their families trust us to be a steady presence, a thoughtful guide, and a strong advocate when it matters most.
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Get in touch with us today.
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TRUE NORTH FIDUCIARY SERVICES
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