Our Professional Services
Guardianship
Our Certified Professional Guardians provide full or limited legal guardianship for those who are no longer able to care for themselves, usually due to an incapacity. In guardianships, we manage all of the personal, financial and other details of one’s life with court supervision and direction.
Case Management
We coordinate the details of an individuals’ daily life and estate to include health management, insurance, long term care, and the sale of property, homes, and automobiles. Final arrangements can be made with our assistance. We also work with families to assist their loved ones when they are unable.
Power of Attorney
As your representative, we act on your behalf through a legal document known as a Durable Power of Attorney (DPOA).This type of document must be created while you are competent and will remain in effect should you become incapacitated or can no longer manage your affairs. It can be modified at any time provided you are competent and ceases to exist upon your death. We will have a meeting prior to becoming your DPOA to discuss areas of concern, values and preferences in case we need to act on your behalf.
Bookkeeping
We will balance your checkbooks, handle your banking and assist you in paying your monthly bills. If desired, we can also send you regular accountings. We offer this service on an ongoing or temporary basis.
Estate Representation
We are often appointed as the administrator or executor of an estate. Many individuals do not want to burden their family members or friends with this duty. Others don’t have anyone they are comfortable assigning such an important task. Initially, we will meet with you to review your wishes. As your estate representative, we will assure your final arrangements are carried out according to your will.
Trust Administration
We manage Insurance, Testamentary and Special Needs trusts of ALL sizes and for all AGES. Our staff works closely with financial advisors, attorneys and trust beneficiaries. We have close relationships with beneficiaries and their families when appropriate.