Financial Decisions
Managing Investments, Bank Accounts, Dealing with Creditors, Forensic Accounting
Legal Coordination
Trustee 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.
Solutions for Estate Planning Attorneys
Court supervised or privately engaged solutions for your clients such as:
- Nominations or appointments when there are no local or traditional alternatives for trustee, Power of Attorney, health care agent, executor or estate administrator
- Replacement for a declining or removed trustee or administrator
- Trustees for Special Needs Trusts
- Trustees for certain life insurance trusts
- Other special court appointments
Note: To ensure we are good fit for your clients, we review a draft of the estate planning documents or proposed court filings before meeting with potential trustors, beneficiaries, principals or heirs.