303-776-0585 Office
PO Box 6737
Longmont, CO 80501


AFS provides services in the following
areas to enhance your peace of mind.
Let us worry about the details!

  • Conservatorships
  • 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.

303-776-0585 Office
303-776-9588 Fax
PO Box 6737, Longmont, CO 80501

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