Our Services
Power of Attorney
Power of Attorney, or Attorney-in-fact, is a legal document by which an individual designates another person to act on their behalf, relating to business, financial, or personal matters. Always acting in our client’s best interest, we offer careful money and asset management services, and provide clear and concise documentation.
Convervatorship / Guardianship
Conservatorships and guardianships are designated and supervised by the court. As guardian, we arrange and manage services that are needed to provide for a person’s care and comfort. As conservator we are bondable, and act as a responsible manager of our client’s assets to ensure that their needs are being met, while providing all required reporting.
Trust Services
A trust is a legal way of placing money, property, and other assets in the control of a trustee for an individual’s benefit. As a trustee, we administer trusts according to the client’s wishes. We deal with all types of trusts including supplemental and special needs trusts.
Estate Services
As Personal Representative, also referred to as an Executor, we ensure that our client’s financial affairs are managed, and assets are distributed according to their wishes. We also specialize in home sales and disposition of personal property.