Legacy Fiduciary Services, PLC

LEGACY FIDUCIARY SERVICES, PLC, an affiliate of CARRELL BLANTON, is a law firm created to serve as trustee of trusts created and governed pursuant to the laws of Virginia. The attorneys at LEGACY FIDUCIARY are experienced fiduciaries who are dedicated to ensuring that your careful planning is implemented. We make it our job to stay current with changing trust laws and regulations, and work closely with your financial advisor to help ensure that your needs and the needs of your loved ones are being met.

LEGACY FIDUCIARY does not manage the investment of trust assets but works with your trusted financial advisor, who continues to manage your assets (unless you instruct us otherwise) while we administer your trust and provide oversight to the management process.

Some of the advantages of appointing LEGACY FIDUCIARY as your trustee are:

Cost. Fees charged by Legacy Fiduciary Services are generally less than those charged by banks and trust companies. Although additional fees will be charged by your financial advisor, usually these combined fees are considerably less than fees charged by banks and trust companies.

Longevity. As a law firm, we can manage a trust for decades with continuity of trustees. Also, law firms are much less likely to experience significant mergers or acquisitions as opposed to banks.

Objectivity. We can be objective and independent when dealing with beneficiary requests and be less influenced by family dynamics.

Personal Service. We are a law firm where a specific attorney will establish a long-term relationship with you, your financial advisor and your beneficiaries.

Contact us to learn more information about Legacy Fiduciary Services, PLC and how it can fit into your estate plan.

Print Friendly