Fiduciary Services

BACK TO Estates & Trusts

At Culp Elliott & Carpenter, we’ve been privileged to serve as trusted advisors and fiduciaries for individuals and families since 1982, often for multiple generations of families. As trustees and executors, we strive to give clients well-deserved peace of mind concerning their financial affairs.

Our firm’s focus on the general legal needs of our clients – along with our unique, multi-disciplinary combination of tax advisory, estate planning, tax compliance, estate and trust administration services – gives us a clear advantage. Clients receive a seamless array of fiduciary services through the lasting relationship with one individual who often serves as both attorney and trustee and/or executor.

How We Can Help:

Acting as a trustee or an executor for a client’s family is a natural progression of a trusted attorney-client relationship. In most situations, our attorneys are intimately familiar with a client’s family, their business and their respective historical backgrounds and tax situations. The combination of this knowledge with the attorney’s specialized expertise of tax, estate planning, trust and probate makes our attorneys uniquely qualified to provide comprehensive fiduciary services.

As fiduciaries, we do not manage money. Rather, we use outside investment advisors for investment advice and portfolio management. We have the flexibility to work with a broad array of investment managers and the freedom to remove and replace managers if the need arises. Because we are not affiliated with any bank, trust company or brokerage house, we are able to provide truly independent advice.