At Bravura Group, we offer expert management of financial, legal, and personal affairs, ensuring that your or your loved one’s assets are handled with integrity, transparency, and care.  When entrusted with important responsibilities, acting as an attorney-in-fact, trustee, or personal representative involves legal and ethical duties to manage another person’s affairs with care, loyalty, and integrity.

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• Attorney-in-Fact: Serving as an attorney-in-fact means acting on behalf of another person under a power of attorney, managing their financial and legal needs. The role requires following the principal’s instructions while prioritizing their best interests, ensuring decisions are made with good faith and in line with their needs.

• Trustee: As a trustee, we are entrusted with managing and distributing assets in accordance with the terms of a trust, for the benefit of its beneficiaries. This involves overseeing investments, paying debts, and making distributions, all while acting in the best interest of the beneficiaries, maintaining transparency, and adhering to fiduciary responsibilities.

• Personal Representative: Serving as a personal representative (or executor) of an estate involves managing the probate process (which includes court involvement), paying debts and taxes, and distributing assets according to the decedent’s will or state law. This role requires careful administration, accurate record-keeping, and compliance with legal obligations, ensuring the estate is settled efficiently and fairly.

Each of these roles requires a high level of responsibility, accountability, and an understanding of legal and financial matters to effectively manage someone else’s affairs and uphold their wishes. By choosing Bravura Group, you ensure that these responsibilities are handled with the highest level of expertise, ethics, and impartiality, allowing your family to focus on what truly matters.