Independent Trust Services of Southwest FL, Inc.

12/30/2023

CCHFH🏠

Thank you Independent Trust Services of Southwest FL, Inc.

11/06/2017

Estate and Fiduciary Planning Services
• Review and analyze existing important estate plan documents
• Last Will and Testament
• Durable Power of Attorney
• Trust document
• Health Care directions
• Provide understanding of the documents
• Provide changes to discuss with attorney and accountant when necessary
• Discuss changes with family when necessary

03/03/2014

11/14/2012

PAUL V. LIOON, CTFA, INDIVIDUALLY
He serves as an independent fiduciary individually or as a Co-Trustee; Personal Representative/Executor; Attorney-in-Fact with a family member or with a corporate fiduciary
He actively administers client accounts including trusts, probate estates, investments and power of attorney accounts
He will act as a Surrogate in Health Care documents where needed
His clients include individuals, families and family offices located primarily in Southwest Florida
He works with your trusted financial advisors including your attorney, your CPA and your Investment Professional

11/14/2012

PAUL V. LIOON, CTFA, is a capable local-based individual able to act in a fiduciary capacity to meet the needs of our communities’ senior citizen and the disabled in an efficient manner. He uses a methodology that takes advantage of his experience, skill set, training, and resources as a professional fiduciary. The goal is to deliver superior and customized estate management and personal trust fiduciary administrative services for his clients in an affordable manner. Paul V. Lioon is well qualified to deliver the services. He has over 26 years of trust and investment experience. He is a Certified Trust and Financial Advisor (CTFA), which is a professional certification from the American Bankers Association’s Institute of Certified Bankers acknowledging that he has an established recognized standard of knowledge and competence for the trust and wealth advisory field. He is required to maintain his certification by continuing to take approved education programs to ensure that he has the most current information on regulations, industry trends and new thinking.

11/14/2012

INDEPENDENT TRUST SERVICES OF SOUTHWEST FL, INC., is a capable community-based firm formed to provide customized personal fiduciary consulting services and special personal needs services for our communities’ senior citizen in an efficient manner. Our goal is to deliver superior and customized personal services advice for our clients in an affordable manner. We work closely with our client’s financial team to develop then manage a plan customized to help our client receive customized fiduciary and personal services from their service providers. We use a methodology that takes advantage of the experience, skill set, training and resources of a professional fiduciary. Our goal is to deliver superior and customized personal trust advisory services to our clients in an affordable manner.