We work closely with estate planning and probate attorneys, financial advisors and bankers, health care providers and agencies, family and friends of our clients to provide the highest possible level of fiduciary services and personal care.
-
Assisting in the preparation of Estate Planning documents
-
Executing Living Wills and managing Living Trusts
-
Managing businesses and real estate properties
-
Overseeing investments and managing bank accounts
-
Valuation and safe-guarding of personal property
-
Preparing inventories and accountings, creating budgets and financial plans
-
Working with advisory team, if in place, or providing one: attorneys, financial advisors, bankers, accountants, healthcare professionals
-
Preparing financial reports and overseeing tax preparations
-
Evaluating existing and/or securing future living arrangements
-
Working with government agencies as: Social Security Administration, Medicare, Medical
OUR SERVICES INCLUDE