When a legal settlement involves funds for the benefit of an individual or entity, the court may appoint a fiduciary to oversee the management and distribution of those funds. This is especially common when the settlement involves minors, individuals with special needs, distressed business entities, or those who require ongoing financial oversight.
As a fiduciary, Caliber Fiduciary PLLC manages and protect settlement funds, ensuring that the distribution of assets complies with court orders and preserves the rights and financial security of the beneficiaries. Our services include establishing and administering Special Needs Trusts, Conservatorships, or structured settlement accounts, tailored to the specific needs of the individual involved.
Caliber Fiduciary PLLC works closely with attorneys, healthcare providers, and financial advisors to ensure the settlement funds are used appropriately, and we ensure that all necessary reporting is filed with the court. Our goal is to provide responsible, transparent, and impartial management of litigation settlements, protecting the financial interests of the beneficiaries and ensuring long-term financial stability.