Work with the Pros

Fiduciary Services

Our comprehensive elder care and aging well services are geared toward our individual clients' needs. We serve a variety of populations, including at-risk seniors, those who wish to age in their own homes, individuals suffering from mental and/or emotional challenges, those suffering from substance abuse, adults vulnerable to exploitation or abuse, isolated adults and other vulnerable populations.

  • Successor Trustee, Estate and Trust Administration

    • Marshall and manage assets
    • Prepare Inventory & Appraisal
    • Organize and supervise medical care
    • Engage caregivers and/or arrange placement outside the home
    • Pay bills and keep books
    • File tax returns
    • Manage property
    • Preserve property
    • Invest assets prudently
    • Prepare Accountings as required by Court
    • Distribute income and assets at Trust termination

  • Conservatorship and Power of Attorney

    • Marshall and manage assets
    • Prepare Inventory & Appraisal
    • Organize and supervise medical care
    • Engage caregivers and/or arrange placement outside the home
    • Pay bills and keep books
    • File tax returns
    • Manage property
    • Preserve property
    • Invest assets prudently
    • Prepare Accountings as required by Court
    • Serve as Agent for Durable Power of Attorney for Finances (DPOA)
    • Serve as Agent for Advance Health Care Directive (AHCD)

  • Representative Payee - Social Security