Central Oregon Professional Fiduciary Services
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Professional Fiduciary
We will navigate and manage the complexities of trust and estate administration while you focus your attention on the personal needs of your family and friends
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Services for Legal Professionals
Partner with us to supplement and provide additional expertise for your trust and estates practice
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Accounting and Financial Management
We will provide financial administrative assistance for fiduciaries and individuals who need a little help with financial projects, routine bill payment and record keeping
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Consultation and Planning
We will partner with financial advisors to provide a roadmap that will assist individuals with planning for the ultimate disposition of their estate
Contact us.
740 NE 3rd St.
Ste. 3-365
Bend, OR 97701
dlmfiduciary@gmail.com
(858) 248-5780
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