J Earle Financial, LLC

Probate Court Appointed Cases

As probate appointed fiduciary, we handle most of the same duties as an “agent” except under direct oversight of the court. According to the Court, the fiduciary handles:

 

  • Fiduciary appointments made in the name of F. Jordan Earle, individually
  • Administration: The financial affairs or property for an incapacitated adult or for a minor
  • Security: Manage and protects the property under care
  • Accountings: Report periodically to the court about the assets, receipts, and disbursements
  • Disbursements: Make distributions only with written Court order
  • Duty of Care: Appointed fiduciary has a legal responsibility to dutifully handle the financial situation of the protected person as stipulated by the Court
  • Bonding: Fiduciaries are required to be adequately bonded to insure his duties are carried out faithfully and appropriately
    The bond is based on the total value of the protected person’s personal property (excluding real estate), plus estimated income