Concierge Experience in Fiduciary Services
Offering professional, personalized fiduciary support as a financial power of attorney, trustee, executor, and healthcare advocate.
Why should I choose to work with you over a financial company with more experience?
Unlike financial companies, which often require a substantial investment and charge a percentage of those assets to act on your behalf, my fees are more affordable.
I run a small, independent practice, working closely with local families referred by a trusted law firm that knows me, likes me, and trusts me. This “small town feel” allows me to provide a more personal, dedicated service—taking the time to meet you in person and understand your family’s unique needs.
My goal is to offer a premium concierge experience to my clients, providing expert fiduciary services with a personal touch.
Services I offer:
- Primary Financial Power of Attorney
- Primary Healthcare Power of Attorney
- Primary Trustee
- Primary Executor
- Successor Financial Power of Attorney
- Successor Healthcare Power of Attorney
- Successor Trustee
- Successor Executor
Are you looking for estate planning?
Lancaster PA Executor Services LLC recommends Bellomo & Associates, LLC for estate planning. Their expertise in wills, trusts, and asset protection ensures families’ peace of mind and financial security.
Testimonials
Why Choose Us
Trustworthiness:
Trust is the foundation of my services. I’m committed to transparency, ethical standards, and open communication, ensuring clients feel secure knowing their interests are my priority.
Client-First Commitment:
As a fiduciary, I’m legally and ethically bound to act solely in my clients’ best interests, making decisions that fully support their goals, values, and needs.
Professionalism and Expertise:
With experience in roles like executor, trustee, and power of attorney, I bring the knowledge and impartiality needed to handle complex matters reliably and responsibly.