Tracy Fiduciary Services
Specializing in the fiduciary needs of individuals, families and organizations on the West Coast of Florida
Welcome to Tracy Fiduciary Services
Chandra Tracy, Professional Fiduciary
At Tracy Fiduciary Services, we believe that every person deserves to live with dignity and respect. Chandra Tracy has over 20 years experience serving as a fiduciary for associations. During that time as the Administrator for two estate planning councils as well as the Professional Fiduciary Council of Florida.
Exposure to this continuing education has enforced the need for these services in our community. Whether you are looking for someone to serve as a Trustee, Personal Representative in your Will, Power of Attorney, Health Care Surrogate or if you just need someone to check in on your loved one to make sure their bills are being paid, I know that I am the right person to help with your needs.
Why a Fiduciary is the answer
Legally, a fiduciary is one in whom has been placed the utmost confidence to manage and protect the personal affairs, property, or assets of the client as well as to help ensure their mental and physical wellbeing. Today, with specialized training, ongoing education, and expert resources, a Professional Fiduciary is someone that you, your loved ones, the courts, and other professionals entrust to safeguard your interests and desired quality of life.
What is a Fiduciary & why would you chose one?
A Fiduciary is a person entrusted to act for another’s benefit. The role is one of great trust, integrity, responsibility, and care. We act on your behalf to manage your affairs and carry out your wishes when you are unable to or no longer want to.
Many seniors and families choose a fiduciary to avoid burdening family members or friends. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. If a more personalized interaction is desired, a Professional Fiduciary is a good choice rather than a bank or trust company. Also, children or adults with special needs would benefit from having a Professional Fiduciary manage their personal well-being and financial affairs.
We are available and responsive when the unexpected happens and you need us. We act as a neutral, third party when controversies arise.
