Our team provides services in the following
area’s to enhance your peace of mind.
Let us worry about the details!
Personal Representative appointments
Trustee Appointments
Agent Under Financial Power of Attorney
Medical insurance reconciliation
Bill paying, banking & account reconciliation
Tax Document Organization
Financial Audits
Administrative Support Services
Financial Case Managment
Move and downsizing coordination
Estate Plan Document Appointments, including DPOA, MDPOA, PR,
Trustee and successor appointments.
Consultation for family members who have taken fiduciary appointments,
including bookkeeping set up; report preparation and fiduciary duty
consultation. Customized services that fit your unique situation and needs.