• Financial Decisions

    Managing Investments, Bank Accounts, Dealing with Creditors, Forensic Accounting

  • Legal Coordination

    Trustee, Conservatorship and Estate Administration

  • Health Decisions

    Ongoing advocacy on behalf of client insurance matters, obtaining benefits, reviewing policies, applying and follow through on claims

  • Property

    Property Transactions, Property Management

  • Transitions

    When you or your loved one is ready for the next step, we can help.

How Can We Help?

Professional advocates for you, your aging parents and relatives with special needs. Professional fiduciaries are appointed by individuals in their estate planning documents or by the courts to take on financial and/or health decision-making responsibility. We are trained, licensed and provide services in a cost-effective manner. We can be appointed to one or more of the following roles by estate planning documents or court order:

  • Trustee
  • Conservator
  • Executor
  • Estate Administrator
  • Power of Attorney Agent