Modern Fiduciary, Inc. provides attentive, high‑quality services to support our clients’ personal care and financial needs. Whether serving as Trustee, Executor, Administrator, Special Administrator, or Agent under a Power of Attorney, we approach each engagement with professionalism, compassion, and a commitment to meeting the client’s best interests.
There is no one‑size‑fits‑all approach to estate and trust matters. Every case is unique, and we manage each one with independence from family dynamics and with care, efficiency, and professionalism.
Ms. Garcia’s prior experience in the legal field, combined with her tax and accounting background, provides a strong foundation for navigating the financial complexities of estate and trust administration. She brings particular sensitivity and caution when working with clients experiencing cognitive decline or with families facing interpersonal conflict.
We begin with an initial consultation and review with the client and their family to understand current circumstances, existing protocols, and immediate needs. From there, we determine the most appropriate course of action and develop a plan tailored to the client’s unique situation.