Fiduciary Agreement Template – US

Disclaimer

The information provided is intended solely as a general example related to an agreement where one party acts on behalf of another with fiduciary responsibilities. It does not constitute legal advice and should not be relied upon as a substitute for consulting a qualified attorney specializing in trust, estate, or contractual law. Laws and regulations may vary depending on the jurisdiction, and adjustments may be required to ensure compliance with local requirements. The use of this example is the sole responsibility of the user, and we assume no liability for any errors, omissions, or consequences arising from its use without professional review.

Please be advised: This is a sample Fiduciary Agreement template for illustrative purposes only. Actual terms may differ based on specific arrangements and applicable regulations.

Fiduciary Agreement Sample

Parties Involved:

Fiduciary: ABC Fiduciary Services LLC
Address: 101 Main Street, New York, NY 10001

Client: XYZ Trust or Individual
Address: 202 Second Avenue, New York, NY 10002

Purpose of Agreement:

This agreement outlines the fiduciary responsibilities of the fiduciary to act in the best interests of the client regarding specified assets, funds, or interests as detailed herein.

Fiduciary Responsibilities:

The fiduciary shall manage, protect, and administer the assets specified under this agreement diligently, prudently, and in accordance with applicable laws and standards of fiduciary conduct.

Authority and Limitations:

The fiduciary’s authority is limited to actions explicitly authorized in this agreement. Any beyond-scope actions require prior written consent from the client.

Governing Law:

This agreement shall be governed by the laws of the State of New York. Disputes shall be resolved within the courts of New York County.

Additional Provisions:

• The client shall provide all necessary information and access required for proper management.
• This agreement can be amended only in writing signed by both parties.
• The fiduciary shall maintain accurate and complete records of all transactions related to this agreement.

New York, ______________________