Our Services

Trustee

  • Serve as Trustee when there is no one else available

  • Carry out the Terms of Trust as set forth in a specific trust document, to ensure the grantor’s wishes are met

  • Fund the trust with appropriate assets, safeguarding and investing assets, making any specific distributions, paying out income and making capital payments in accordance with the trust terms, filing income tax returns

  • Making final distributions when the Trust comes to an end

Power of Attorney

  • Named Financial Power of Attorney to look after an individual’s financial affairs that are not held in trust

  • Represent the person, making decisions on their behalf, dealing with all named aspects of his or her finances, whether banking, investments, bill paying or any other financial matter

Executor

  • Follow the terms of the Will when named as Executor in a Will

  • Inventory and protect assets, pay debts and taxes, sell real property

  • Make distributions to beneficiaries

  • File an accounting with the court as required

Conservator of the Estate

  • Court appointment to prudently manage and protect the assets of an individual who is unable to manage their own finances

  • Customize to clients’ unique needs and current level of ability

  • Responsible for inventorying, marshaling and managing all assets and benefits of that person’s affairs.

Our Commitment

Trust and loyalty are at the center of everything we do. We will to get to know you, your priorities, your dreams and desires, and use those to guide our work on your behalf. We work with a support system of financial advisors, CPAs, attorneys and care providers in order to ensure your needs are met and wishes are honored.