accounting calculator and plannerOur fiduciary services provide administrative and management services for fiduciaries such as personal representatives, trustees, attorneys financial institutions, and guardians. When a fiduciary is unable to handle an aspect of their various duties Surveilx is there to assist and provide the support that a fiduciary needs. Surveilx can assist with:

  • Locating and identifying assets (real and/or personal)
  • Daily or monthly bill paying
  • Compiling an inventory of assets
  • Organizing documents
  • Selling personal and/or real property;
  • Cleaning property to prepare for sale
  • Packing and shipping assets to beneficiaries