Manage

Trustee / Successor Trustee

We manage trusts according to your estate plan. This includes handling investments, paying expenses, and ensuring your assets are distributed to beneficiaries exactly as you intended. Our role is to carry out your wishes fairly, responsibly, and without burdening family members.

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Executor

Personal Representative (Executor)

When someone passes away, we take care of the probate process. This means gathering and protecting assets, paying final bills and taxes, and making sure everything is distributed correctly and efficiently to heirs and beneficiaries.

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Care

Agent Under Healthcare Power of Attorney

We coordinate and oversee medical and personal care. That can include arranging assisted living or in-home support, working with doctors and specialists, and ensuring benefits and services are in place so you receive the care you need.

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Guardian

Guardian or Conservator

In certain cases, a court may appoint us to step in if no one else is able to serve. As guardian, we focus on personal care and medical decisions. As conservator, we manage finances and property to protect your wellbeing.

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Financial

Agent Under Durable Power of Attorney

We take care of everyday financial responsibilities like paying bills, reconciling accounts, handling insurance claims, and keeping clear records, so nothing slips through the cracks.

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