Jacob Troyer - Professional Fiduciary
I'll care for your family like I care for mine.
Big Sky Fiduciary
Estate Administrator
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Personal Representative
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Special Master
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Navigating Probate Matters
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Collecting and Valuing Assets
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Asset Management
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Tax Matters
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Post Death Planning
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Act in the Best Interest of Beneficiaries
Trust Administrator
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Trustee
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Successor Trustee
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Special Needs Trust
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Revocable and Irrevocable Trusts
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Beneficiary Distributions
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Bill Pay
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Asset Management
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Income Collection and Reinvestment
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Periodic Statements
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Act in the Best Interest of Beneficiary
Conservator/
Custodian
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Competent Management of Finances/Taxes
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UTMA
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Asset Management
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Maintain Government Benefits - Bill Pay
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Annual or Periodic Statements
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Available for Long-term or Permanent Care
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Act in the Best Interest of Conservatee
Power of Attorney
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POA for Property
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POA for Individuals
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"Springing" POA
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Objective Financial Decision Making
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Asset Management
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Act in the Best Interest of Principle
Serving Billings and Surrounding Area
Big Sky Fiduciary is Jacob Troyer. I'm a Professional Fiduciary specializing in conservatorships and the administration of trusts and estates. Often, families prefer to name an experienced and objective individual as trustee or executor. They do this to avoid potential conflict among heirs/beneficiaries, or to simply remove the burden of administration from those they love. Others choose a professional fiduciary to avoid the high fees of corporate banks and trust companies. That's where I come in.
In 2004, while still a student at Rocky Mountain College, I founded JT Media Inc, a technology and logistics company based in Billings, MT. In 2022 I sold the company to the nation's 3rd largest textbook wholesaler. During this time, I served our community on various boards, through volunteerism, and through extensive business and personal mentoring. This heart for service naturally led to a desire to serve our state and community more formally.
Being a fiduciary requires duty of care, loyalty, good faith, confidentiality, prudence, disclosure, tact, empathy, objectivity, a high EQ, and the ability to make difficult, well-reasoned decisions. It's a high bar, but you should expect nothing less for the people you love and the assets you've earned.