The Fiduciary Assistance Your Clients Need
Without the Headaches, Overhead or Hassles
Save Time
Being a trustee or conservator for the elderly can be very time intensive—especially if you don’t have the financial documents and fiduciary information you need. Wouldn’t it be great to leave the financial headaches to someone else?
Pearl Fiduciary Services Specialties
Pearl Fiduciary Services specializes in providing attorneys with the professional fiduciary support needed by their clients. We help the elderly and their families navigate their financial responsibilities without hassles or headaches. We’re committed to helping senior adults age with dignity and security.
We have experience in tracking down all documents you need, like monthly statements for credit cards and bank accounts, securities, real estate and more. We’ll make the time consuming phone calls, work with your clients and their families and get the job done right.
Our efficient, confidential and insured services include:
• Assistance with asset and liability discovery
• Accounting and bookkeeping services for individual clients
• Asset valuation and tracking
• Monthly, quarterly and annual reports as needed
• Preparation of finance-related court-required reports
• Financial clarity and protection for your clients
• Working directly with your office or your client
Easing the journey for families facing a terminal illness or end of life.
If your client has been diagnosed with a terminal illness, the onset of dementia or is facing the end of life, there are lots of financial details, decisions and practical matters to deal with. Pearl Fiduciary Services can help locate and organize financial and essential documents like life insurance policies, medical insurance coverage, bank and savings accounts, retirement funds, passwords, wills and more.
You Can Trust Pearl Fiduciary
Marjorie Griek of Pearl Fiduciary Services has more than 35 years of accounting, bookkeeping and business experience. A graduate of the University of Colorado, she’s also a Notary Public licensed in the state of Colorado, and fully insured. She is passionate about providing peace of mind to families, individuals and older adults regarding their accounting and reporting needs. She’ll be a valued and trusted resource for you and your clients.