Custom Requests
Services
Our goal is to provide a comprehensive range of fiduciary services that are tailored to the circumstances of each individual client. We predge to serve and protect our clients and their assets with integrity and professionalism, while providing excellence in our ______
Successor Trustee
A successor trustee is someone who will step in to administer and settle trust for you after your death. One who would also be called upon should you become mentally incapacitated. They wait in the wings when yu can no longer manage the trust yourself.
Attorney for Finance
A financial power of attorney is a power of attorney you prepare that gives someone the authority to handle financial transactions on your behalf. Some financial powers of attorney are very simple and used for single transactions, such as closing a real estate deal.
Attorney for Health Care
Typically, your healthcare agent will gain power of attorney over your medical decision only when you have been declared unable to act for yourself due to mental or physical disability.
Individuals & Estates
Court-appointed Сonservatorships
Conservator of the Estate
Conservator of the Person
- Court appointment in order to manage and protect the assets of an individual who can not manage their own finances.
- Includes, but not limited to, being responsible for managing, marshaling and inventorying the benefits and assets of the estate.
- Can be customized to meet needs of individual client.
Conservator of the Person
- Court appointment to handle decisions of health and welfare for those individuals who are uncapable of caring for themselves in a responsible manner.
- Takes lead with family, friends and service professionals.
- Handles financial responsibilities to ensure care and services are provided in the best possible way.
Exclusive Service
Care Management
- Dealing with doctors' offices
- Coordination of care from multiple providers
- Medical transportation
- Care management in the home
Exclusive Service
Private Bill Payment
- Cash flow management
- Handling insurance and public benefits claims
- Other services customized based on need of individual
Other Services Offered
- Preparing court accountings
- Ongoing care
- End of life issues
- Executor of probate services