Fiduciary Services

A fiduciary acts on behalf of another person and has a duty to put that person’s interests first. Acting as a fiduciary requires being bound both legally and ethically to act in the other person’s best interests.

Fiduciaries manage their clients’ assets, including cash, money, property, securities, even information. At Ericson, Scalise & Mangan, we take our fiduciary responsibilities very seriously.

Clients have come to us with the worry, “Who will take care of my family and my assets after I’m gone?” In the past, people looked to their local banks’ trust departments to act as conservator, executor, or trustee of their estates. Today, few people have personal relationships with their banks, as they have merged into larger, out-of-state megabanks that do not offer the truly local, personal service clients desire for these purposes.

As a well-established, local firm, Ericson, Scalise & Mangan has been part of our community, representing generations of local families, for more than 75 years. We provide the kind of truly personalized service and loyalty our clients want and deserve.

Our services include:

  • Agent under a Durable Power of Attorney
  • Conservator
  • Executor
  • Trustee