Our Services

We serve as guardian, conservator, trustee, estate representative, representative payee, and agent under power of attorney or health care directive.

Guardianship

We make personal decisions for adults who cannot make them on their own, including health care, housing, and daily living.

We manage money and property for adults who cannot manage their own finances, and we report to the court.

We serve as trustee for special needs trusts and other trusts, managing assets and making distributions according to the trust terms.

We serve as personal representative for estates, handling the court process, paying debts, and distributing assets to beneficiaries.

We receive and manage Social Security and other federal benefits for individuals who need help managing their income.

We serve as agent under power of attorney or health care directive for individuals who have named us in their documents.

Email us and we will talk it through.