Trustee. As trustee, we ensure our client’s assets are properly managed and administered according to their planning.
Executor. We serve as Executor, as appointed under a Will and is authorized to manage the estate of the deceased person. We will collect property (namely property not titled to the Trust), pay off any debts, and distribute property and assets according to the terms of the will.
Power of Attorney for Financial Affairs. As Agent under a Power of Attorney, we handle your finances, including bill pay, investments and real estate management. If serving under a “durable” Power of Attorney, we can and will continue to act if you should become incapacitated. We manage your expenses, pay your bills, make deposits and withdrawals, monitor your investments and handle like other financial affairs.
Health Care Agent. Serving under an advance health care directive, we have the power to make future decisions about your critical care pursuant to your planning, promptly available, and without outside influence.
Trust & Estate Administration Assistance
Safeguarding and consolidating assets
Inventorying, valuing, and managing assets
Administering trust in accordance with the wishes outlined in the estate plan
Establishing an accounting system and developing procedures
Ensure timely and accurate filing of personal, fiduciary, corporate, and/or estate tax returns
Manage distribution of assets and/or subtrust funding
Daily Money Management
Our services help our clients:
Keep track of income & expenses
Identify and manage assets and liabilities
Create and manage budgets
Forecast future financial position
Keep accurate records for taxes, estate planning, & beneficiaries
Aid client & their professional team in financial analysis & planning
Successor Fiduciary Appointments
Define Goals & Outcome. Whether you have already clearly defined your goals or need guidance to to plan for your future, our intake process ensures your wishes are understood and documented.
Get Organized. We’ll help you identify and organize the essential records, documents, accounts, and types of information that are important to implement your estate planning. We’ll help fill in any gaps in planning with support, recommendations, resources, and checklists that can address all aspects of your estate.
Maintenance Program. We’ll monitor your plan and goals, with routine discussions, to ensure it’s kept up to date.
Accounting & Finance
Let us act as your personal CFO.