A full-service, fiduciary company
POA - CONSERVATOR - GUARDIANSHIP
TRUSTEE - PERSONAL REPRESENTATIVE
Professional Advocates
What is a Fiduciary and who needs one?
A Fiduciary is a person entrusted to act for another’s benefit. The role is one of great trust, integrity, responsibility, and care. Many seniors with families choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. If a more personalized interaction is desired, a Professional Fiduciary is a good choice rather than a bank or trust company. Also, children or adults with special needs would benefit from having a professional manage their person and estate.
Our team can assist you and/or your aging parents or relatives with the coordination of:
Finances * Healthcare * Assisted Living Placement * Caregiving * Property Management * Legal Affairs