Our mission is to provide efficient, yet personal and professional fiduciary services to our clients.
Services we provide include Trustee and/or Successor Trustee Services; Personal Representative for Estates, Conservator and/or Guardianships, Bill Pay Services, and Contracted Services.
We pride ourselves in being able to specifically tailor our services to the specific needs of each of our clients.
Every individual’s needs are carefully considered when a request for services is submitted.
We can accommodate unusual situations with more
flexibility than larger institutions. This provides comfort and ease for
those going through an unfamiliar and exhausting legal process.
We are available for consultation or discussion throughout the process, keeping all interested parties informed each step of the way.
We Act in Your Best Interest to Provide an Unbiased Interpretation of Estate Plans
Over the past several years, we have developed personal and long-lasting relationships with the probate courts in five counties in the Grand Traverse region. With this experience and trusting relationships, we can expertly navigate the probate process.
Meet our team at Fiduciary Services North
We have been working with West Michigan families since 2009.
All of our staff members are trained fiduciaries who look forward to serving your family with respect, care, and quality. As professional fiduciaries, we are governed by Michigan law commonly referred to as EPIC – Estates and Protected Individual Code. This means we are legally bound to act in the best interest of our clients.
Brenda Miller
Brenda Miller – CEO, Founder, Fiduciary
brenda@fiduciaryservicesnorth.com
231-499-0134
Brenda began her career in the Communications field with Michigan
Bell, SBC, and AT&T as manager, and later, contract consultant to
support the company’s large business marketing efforts. She also owned
and operated her own consulting firm, Systems North Inc.
Brenda has lived and been active in the Elk Rapids community for more
than 40 years. During that time she has served on the Elk Rapids Board
of Education, Grand Traverse Regional Community Foundation, Harbor
Days Organizational Committee, and Elk Rapids Harborun organization
to name a few. She has raised two sons in Elk Rapids and is now
enjoying the opportunity to watch two grandchildren grow up in the
area.
Lisa Lundy
Fiduciary
lisa@fiduciaryservicesnorth.com
231-357-1010
Lisa joined the FSN team in October 2017. Since that time, she has built a solid
reputation with court, law enforcement and health agency personnel throughout
Northern Michigan as a no-nonsense advocate for our clients.
Lisa grew up in Frankfort and graduated from Central Michigan University with
degrees in Business Administration and Business Education. She went on to work
in education for 10 years and spent 26 years as a partner in operations for three
businesses owned and operated by her husband, Jim.
She and Jim have been married for 31 years, with four grown daughters and six
grandsons. The couple have lived in the Elk Rapids area for more than 35 years. In
her free time, Lisa coached various youth and high school sports. She was also an
avid tennis player and has now taken on the new challenge of mastering pickleball.
Sarina White
Fiduciary
sarina@fiduciaryservicesnorth.com
As the newest member of our team, Sarina brought her vast experience to
Fiduciary Services North in July 2021. Prior to that time, she worked for the
private client group of a large regional bank.
The depth of Sarina’s experience includes 15 years, ranging from extensive work
with trust professionals to performing a variety of banking and fiduciary services.
Originally from downstate, Sarina and her husband, Chris – a Northern Michigan
native, moved to the Kewadin area in 2004. The couple has three young children
and they are both quite active in the school and the local community.