Saratoga Fiduciary Services LLC

When it comes to considering the selection of a trustee for your estate plan and unique family needs, good answers come and good answers go, but good questions are eternal.

Will your family be subjected to a bank trust department’s limited weekday business hours, high fee structure and corporate bureaucracy? Will the administration of your trust be squeezed into the conformity of a model format without regard to your unique needs? Will your phone calls for help and advice be handled by a call center or an anonymous person? Will your bank trust officer compete with, as opposed to complement, your attorney and other advisors?

Saratoga Fiduciary Services LLC is a revolutionary provider of experienced, independent, cost-effective, insured and personalized trust services, founded on the premise that families and individuals seeking trust services should not be subjected to banking bureaucracy and uncertain corporate fiduciary standing. Saratoga separates itself from traditional fiduciary service providers by focusing on the following principles:

  • Available 7 days a week
  • Unbiased decision-making
  • Responds with a sense of urgency to your personal needs
  • Utilization of a web-based state-of-the-art operating platform
  • We listen to you, hear you and understand your unique needs
  • No corporate red tape that thwarts objectives
  • A cost-effective fee structure

Food for Thought

The plural of leaf is tree.

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Contact Us

To learn more about our professional services and how we can be of personal assistance to you and your family, please contact us directly at (708) 254-4285 or email us using this form:

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