Absolutely a total and complete rip off, waste of time and waste of money! Where do I even begin? First and foremost, they are incompetent and only about making money and not servicing their clients. Virtually every request of them required them to "consult" their cognitively impaired and incompetent blow hard attorney for $500+/hour. They withheld funds in case "we were sued to defend ourselves"???????? If you are being sued, it would be by the heirs of the estate and we are not going to sue you and pay for your defense of our suit concurrently!!!! That shows a complete lack of knowledge of the law as it applies to fiduciaries.
They recommended someone supposedly very well versed in probate financial reporting who after being paid to do a report, "did not understand the scope of the task", demanded more money and then did not finish their job. The fiduciary accepted the accounting, even though it was incomplete and paid the incompetent accountant. They lied in court to cover their incompetence. The fiduciary did not deliver financial documents on time to the accountant. The accountant lied in court as to their not completing the report. The fiduciary lied in court to cover the incompetency of their friend, the accountant. A Fiduciary committing perjury is not a good look!
I guess the most damning thing of all is that they couldn't even pay bills on time. The Trust had very few bills, so it was an easy job for all of the money they were being paid. Yet, they let at least one of the Trust's assets go into default, with the foreclosure process started because they missed 3 straight mortgage payments. They refused to accept blame for putting one of the Trust's assets into default, instead blaming the lender who was blameless in the situation. The Fiduciaries lack of diligence almost put the Trust's largest asset into foreclosure.
I could go on and on. Suffice it to say, if you need a fiduciary, these are the wrong people to choose. Find someone who is competent, does not charge an arm and a leg for doing basic work and who actually does what a fiduciary is supposed to do. read more