Spencer Fiduciary Services

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Spencer Fiduciary Services (SFS) is a private Pennsylvania company that concentrates on trust and estate services. Founded by an experienced Pennsylvania tax attorney, SFS gives solo practitioners, trust and estate practice groups, or financial institutions the ability to retain experienced tax counsel as and when needed.

Spencer Fiduciary Services is right for you if:

You settle a few estates every year and would like experienced help without the expense of hiring and training an associate attorney or a paralegal.

You want to provide trust and estate services as an additional client service, but need a “behind the scenes” service provider to assist with probate and tax filing deadlines.

You have a thriving estate settlement practice, but there are times when the work piles up and you need extra help to handle added volume or complex issues.

Access to sophisticated estate and tax planning services may help you minimize fiduciary liability, expensive penalties, or embarrassing missed deadlines.

We are happy to either work behind the scenes, so that you remain in charge of client communications, or we can interact directly with your clients in a non-competitive way under your supervision.

To learn more, please visit http://www.spencerfiduciaryservices.com/

Special Offer to SPU Members:

Use the discount code “100offSPU” when contacting Spencer Fiduciary Services to receive your member discount.

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