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If you have been appointed as a trustee, guardian, power of attorney, or estate administrator, you know that you owe a fiduciary duty to another person or estate when overseeing assets. The fiduciary relationship requires that you use due care and loyalty when managing these assets. At Shalloway & Shalloway, P.A., we have the unique opportunity to provide our clients with trustee and fiduciary services with the assistance of United Trust. As a fiduciary, your duties might include filing reports with the court and providing beneficiaries with accounting of the trust or estate. These responsibilities can seem daunting, but our firm can assist you with these administrative duties so that you can be confident that they are being done correctly and in compliance with the law.
United Trust, Pinellas County’s largest independently owned and operated trust and investment group, works with Mark Shalloway and the attorneys of Shalloway & Shalloway, P.A., to provide you with investment benefits and administrative services that you would typically receive from a large, national bank. Not only will our firm answer any questions you have related to performing fiduciary duties, with the assistance of United Trust, we are also able to offer you additional perks that most law firms cannot. The benefits include:
Online Access. You will have online access to your account so that you can stay up-to-date on all transactions, cash sweeps, etc. United Trust provides investment options, money market accounts, and other investment tools to ensure that you are fulfilling you fiduciary duties.
Lower Fees. As a benefit of Shalloway & Shalloway’s relationship with United Trust, we are able to offer you these services at a significantly lower fee than if you went through another institution.
Safety & Accuracy. Regulated by both the Federal Reserve and the State of Florida, United Trust manages over $350 million in assets. United Trust is bonded and is subject to independent audit and review to ensure compliance with all applicable laws and regulations. With an experienced, professional staff, United Trust will assist you in making sure that you manage assets safely and accurately.
If you or someone you know is an acting fiduciary in the West Palm Beach or Palm Beach County area, Shalloway & Shalloway, P.A., has the resources to assist you. With a good working relationship with United Trust, our firm is able to provide you with every type of support that you will need in your role as a fiduciary. For questions or to sign up for the services, please contact us.