SERVICES

Services include the appointment as a fiduciary as to the following or engagment to assist individuals that are acting as the following agent(s). Services include FREE 1/2 hour needs assessment and a FREE yearly follow-up once engaged.

  • Money Management

  • Trust and Forensic Accounting Specialist

  • Care Navigator

  • Elder Abuse Protection
  • Agent under Durable Power of Attorney for Finance

  • Agent under Durable Power of Attorney for Health

  • Trustee

  • Special Needs Trustee

  • Conservator of Person
  • Conservator of Estate
  • Executor
  • Expert Witness