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
Solutions for Individuals and Families
We can serve an important role in trust and estate planning.
Solutions for Attorneys
Court supervised or privately engaged solutions for your clients.
Solutions for Financial Services Providers and Social Workers
We engage experts like you to help us make decisions for our clients.