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 terminationConservatorship 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