Building Successful, Trusted & Respectful Relationships

Helping clients, attorneys and accountants in the estate, trust, tax, and fiduciary world.

  • Professionals: Law Firms, Accounting Firms & Trusts Departments

  • Personal One-on-One Services

Over 25 Years Experience

Michael B. Green

President

Who Is Michael B. Green?

With over 25 years in the estates, trusts and tax arena, Michael B. Green, The Fiduciary Consultant, offers collaborative services to legal, accounting, and corporate fiduciary professionals.

With a current challenge for firms to find quality, experienced, paralegals, accountants, enrolled agents, and the like, The Fiduciary Consultant solves those challenges.  More importantly, we are available on a case-by-case basis.  Accordingly, we suggest meeting to discuss how we can collaborate to better serve clients in the estates, trusts, and tax arena.

We feel strongly that you can leverage The Fiduciary Consultant to enhance your firm’s productivity.

Also, as you may well know, assisting clients through an initial estate or trust administration matter may serve as just the beginning. The ongoing coordination of estate or trust accounting, asset allocation, tax preparation, business operation, etc., is also in need. I have considerable experience in all those areas.

Perhaps most importantly, I relish collaborating with all professionals in these various fields. The collaboration of a team of professionals all serving a client is a point of pride.

In cases where a professional or client is looking to fill roles for the various service areas, I have also built many significant professionals that I can recommend or incorporate into a collaborative team.

Please feel free to contact me directly at your convenience to discuss ideas for a working relationship.

I am more than happy to answer any questions as well.  I respectfully thank you for your time and consideration.

Let’s Work Together

Michael B. Green

President