Trust Administration
Act as a trustee for living trusts, testamentary trusts, and other types of trusts, responsible for managing trust assets according to the terms of the trust and the grantor's wishes.
Estate Administration
Serve as an executor or administrator of an estates, responsible for gathering the decedent's assets, paying debts, and distributing the remaining assets to the beneficiaries.
Financial & Real Estate Management
Provide financial management services to individuals and families, which may include bill paying and investment management.
Charitable Trusts
Coordinate the creation of and manage a charitable trust to support a grantor's favorite causes.
Power of Attorney
Serve as an agent under a power of attorney, making decisions on the client's behalf in a variety of areas, such as finances, healthcare, and real estate.
Business Succession Planning
Help develop and implement a business succession plan to ensure continuity of operations and a smooth transition to the next generation of owners.
Healthcare Representation
Be a healthcare representative under an advance healthcare directive, charged with making decisions about the client's medical care if the client is unable to do so himself.
Guardianship
Act as a guardian for minors or incapacitated adults, responsible for making decisions about the ward's personal care, education, and finances
Conservatorship
Serve as a conservator for an incapacitated adults, managing the ward's financial affairs and personal care.
