Our Services

Trust Management includes a wide variety of responsibilities.  Some of the tasks include record keeping and accounting services, managing all tax forms and returns, marshaling all bank accounts, properties and brokerage accounts, handling all mortuary and cemetery arrangements, investing trust assets based on individual wishes and assisting in evaluating all personal and real properties.

A Power of Attorney is a legal document that allows someone else to act on another’s behalf in matters that are specified in the document.  This could include banking - deposits, withdrawals and other transactions, arrange for the sale of property, hire caregivers, negotiate and sign contracts and apply for government benefits.

An Advanced Health Care Directive is a document that allows your doctor, family and friends to know your health care preferences.  The person assigned to be the Agent communicates the individual’s desires for end of life care to the health care providers.

A Conservator is a person appointed by the court to manage a Conservative. A Conservator must follow the law and act in the best interests of the Conservatee with the highest trust, accountability and responsibility. Some but not all of the duties include arranging for caregivers or manage a living facility, supervise medical care and insurance benefits, arrange for transportation, manage financial assets, and tax returns, handle all mortuary and cemetery arrangements and provide court accounts and status reports.

Rep Payee The Social Security Administration provides benefit payment management for beneficiaries who are incapable of handling their own finances. A representative payee can be appointed to manage these payments on behalf of the beneficiary.

Bill Pay This service is offered to people who need assistance paying their bills and managing their bank account. This service can be tailor made to an individual’s needs.