Expert Services
Tailored to Fit
Your Needs.
HOW WE CAN HELP YOU
At Aegispire, we are dedicated to delivering personalized fiduciary services that safeguard your assets and honor your intentions.
Our philosophy is straightforward - We tailor our services to ensure that your financial and legacy aspirations are expressed, and once expressed, we then ensure that they are actualized under the vigilance of our fiduciary aegis.
Our comprehensive offerings include:
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.
Receiver
A court-appointed receiver is an impartial third party tasked with managing and safeguarding assets during complex legal matters such as business insolvency, disputes, or divorce proceedings. Receiverships offer a structured alternative to bankruptcy, ensuring the careful administration of both financial and physical assets while protecting stakeholder interests. At Aegispire, we provide unbiased fiduciary oversight to preserve and maximize asset value through diligent stewardship and transparent processes.
Corporate Trustee
A corporate trustee is a professional organization appointed to oversee and manage trust assets, providing specialized expertise and impartial governance. Responsible for administering the trust according to its precise terms, the corporate trustee diligently manages income, investments, and property to align with the objectives outlined in the trust document. At Aegispire, our corporate trustee services offer fiduciary excellence, ensuring that your legacy aspirations are safeguarded with unwavering integrity and professional stewardship.