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Aegispire
Professional Fiduciaries 

Your Legacy Aspirations, Our Fiduciary Aegis.

Trust Administration & Management

Trust administration involves the management of a trust and the subsequent transfer of the assets held within it. We manage trusts with care and integrity, following each trust's guidelines to ensure assets are properly handled and efficiently transferred to beneficiaries. We focus on prudent asset management and transparency, from valuing assets to handling taxes, to honor the directives of the trust.

Court Appointed Conservator 

We serve as court appointed conservators with a commitment to protecting and managing the personal and financial well-being of individuals under our care. From safeguarding assets to supporting essential life needs pursuing optimal quality of life, we act with integrity, ensuring that all decisions and actions are in the best interests of the conservatee.

Durable Power of Attorney

A durable power of attorney is a legal document that allows a client to designate an agent to perform specific transactions on their behalf. As the agent, we ensure that all financial and health decisions align with the principal’s wishes and best interests. As the agent, we manage assets prudently, protect the principal’s well-being, and diligently fulfill obligations to provide peace of mind and dependable support in carrying out the client's final wishes.

Trust Accounting

We provide comprehensive trust accounting services ensuring compliance with legal standards and the trust’s directives. We deliver detailed reporting, track all transactions, and offer clear insight into the trust’s financial status, enabling trustees and beneficiaries to make informed decisions with confidence.

Probate

We manage probate cases with fiduciary care, handling asset valuation, debt resolution, tax filings, and all final distributions. We administer the probate process with a focus on respecting the client’s wishes. We offer assistance, guidance and assure complete transparency, while easing the burden on heirs every step of the way.

Special Transactions | Litigation

We provide specialized transactional services with expertise in real estate acquisitions, financing, leasing and complex asset titling. We ensure that each transaction is managed professionally through the negotiation and closing processes. We also provide services regarding legal settlements, such as settlement planning and settlement resource placements.

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