SERVICES

Services include to be appointed as the following or engaged to assist individuals that are acting as the following agent. Services include FREE 1/2 hour needs assessment and a FREE yearly follow-up.

  • 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