Trusted Fiduciary Services for Professional Administration of Your Estate Plan
Personalized solutions to protect what matters most.
We Specialize in Navigating the Complexities of Fiduciary Management
Our role extends beyond just managing legal responsibilities; we are dedicated to protecting and enhancing the interests and assets of your family members. Our services are tailored for those who seek a trusted partner to safeguard their family’s future, ensuring the well-being and financial security of their loved ones.
Choosing a professional fiduciary often comes from the desire to alleviate the burden on family members and to prevent potential conflicts.
Acting as a fiduciary involves a significant commitment of time and expertise, encompassing both the fulfillment of responsibilities and the continuous acquisition of knowledge to effectively manage these duties.
As stewards of your trust, our professional fiduciaries uphold the highest standards of loyalty, care, and expertise.
We are committed to delivering peace of mind by ensuring that your family’s financial and legal affairs are handled with the utmost diligence and care.
Our Commitment Extends Through Two Key Duties
At Maine Fiduciary Services, we bring together expertise and unwavering dedication to create personalized solutions that safeguard what matters most to you.
Duty of Loyalty
We consistently act in your best interests, prioritizing your needs and goals.
Duty of Care
Handling a diverse range of tasks tailored to your unique requirements, we ensure a comprehensive approach to managing your estate.
We maintain professional ties with services such as investment management and tax preparation. If appropriate, we collaborate with your trusted professionals to ensure a coordinated effort in achieving your goals. This collaborative approach allows us to focus solely on our role as fiduciaries, guaranteeing your goals and wishes are prioritized.
The Key Benefits of Choosing Our Fiduciary Services:
At Maine Fiduciary Services, our commitment goes beyond managing legal responsibilities — we’re dedicated to enhancing your well-being and providing a sense of security. Our professional fiduciary services offer a multitude of advantages designed to simplify your life and safeguard your interests.
Expert Guidance
Access experienced professionals providing expert legal and financial advice tailored to your unique situation. Benefit from comprehensive support in navigating complex decisions regarding your estate and future financial security.
Objective Decision-Making
Experience peace of mind as our professional fiduciary consistently acts in the best interests of you and your loved ones. With diligent oversight and risk management, rest assured that your affairs are expertly managed, ensuring compliance with legal and tax obligations.
Peace of Mind
Enjoy reduced stress and confidence, knowing that your affairs are being expertly managed. Our personalized approach ensures tailored financial strategies and services designed specifically to meet your objectives, providing asset protection and fostering family trust.
Choosing Rudman Winchell for your Estate Planning & Elder Law needs means partnering with professionals dedicated to guiding you through critical decisions with expertise and compassion, ensuring your peace of mind and the protection of your legacy.
BILL PAYMENT
EXPENSE TRACKING
INCOME & OUTFLOW MANAGEMENT
TAX COMPLIANCE
ACCOUNT RECONCILIATION
BENEFICIARY COMMUNICATION
FUNDS DISTRIBUTION
TIMELINE MANAGEMENT
ANNUAL REVIEW
SPECIAL NEEDS TRUSTS
Featured Fiduciary Services Articles
Navigating Special Needs Trusts: Ensuring a Secure Future for Your Loved One
Planning for the future is crucial, especially when it involves loved ones with unique needs. Special Needs Trusts are a powerful tool that can provide financial security while safeguarding important benefits. At Rudman Winchell, our estate planning attorneys, together with the exceptional staff at Maine Fiduciary Services, specialize in guiding families through the intricate journey…
You’ve Been Named a Trustee: Overwhelmed? We’re Here to Help!
You’ve been honored with the responsibility of being named a trustee by a family member. While it is a significant vote of confidence, the role of a trustee comes with important duties and obligations. We understand that stepping into this role can be overwhelming and may leave you wondering where to start. Our incredible team…
6 Estate Planning Questions, Answered
Estate planning is a personalized process impacted by each individual’s unique family and financial circumstances. Estate planning attorneys are often asked the following questions, and the answers are important to understand as you prepare your estate plan. 1. What Is the Difference Between a Will and a Trust? A will is a document that directs…
Why Choose Us
At Rudman Winchell, we aim to provide the highest level of support, financial security, and peace of mind for our clients and their beneficiaries.
Proven Expertise
Benefit from years of successful service, offering a wealth of experience you can trust.
Personalized Solutions
Tailoring our services to your unique needs, ensuring a customized and effective approach.
Maine’s Legal & Financial Insight
Deep knowledge and access to Maine’s legal and financial landscape, providing you with a competitive edge.
Integrity & Dedication
Your interests are our top priority, and we act with unwavering integrity and dedication.
Building Lasting Relationships
Going beyond transactions, we prioritize building lasting relationships with a focus on your satisfaction.
Meet the Team
Penny G. Smart, Manager of Fiduciary Services
With a distinguished career spanning over 40 years in the financial realm, Penny G. Smart serves as the Manager of Fiduciary Services at Maine Fiduciary Services. In her role, Penny takes charge of overseeing a spectrum of fiduciary relationships, including trusts, estates, special needs trusts, and limited powers of attorney. Her expertise lies in collaboratively working with estate planning and trust administration attorneys to ensure seamless and comprehensive client service.
A native Mainer, Penny’s journey in finance and trust administration began when she completed a two-year course majoring in Trust Administration and Investments at the prestigious New England School of Banking at Williams College in 1999. Her solid foundation and passion for the field led her to become the Vice President and Wealth Management Operations Manager for a local banking institution before joining Rudman Winchell in 2017.
Beyond her professional commitments, Penny finds joy in her family life. Alongside her husband, Michael, she raised two children into adulthood. Embracing the beauty of Maine, the couple enjoys camping by the lakes. Penny’s dedication to community involvement is evident through her past leadership in a local Girl Scout troop when her children were younger. Currently, she contributes to the local community as an active member of Rudman Winchell’s Community Committee with various fundraising efforts for local entities.
Penny G. Smart brings a wealth of experience and a personal touch to her role, ensuring that clients at Maine Fiduciary Services receive knowledgeable and reliable guidance for their fiduciary needs.