Services We Offer At a Glance:
    Our office will take a look at the overall big picture of each situation in order to provide superb individual attention and decide what is in your best interest given the circumstances set forth. YOU deserve nothing less. 

    We will handle your real estate property issues, financial, health care and quality of life decisions to protect your wishes. As trained professionals we strive to find a solution to every situation, even the most complex ones.

Trustee: 
Has the responsibility of carrying out the terms of the trust as set forth in a trust document.

Conservator:
A person who is appointed by the Superior Court to handle the financial affairs of the incapacitated person (see guardian).

Guardian:
legal process, utilized when a person can no longer make or communicate safe or sound decisions about his/her person and/or property or has become susceptible to fraud or undue influence. Because establishing a guardianship may remove considerable rights from an individual, it should only be considered after alternatives to guardianship have proven ineffective or are unavailable.

Care Manager:
Works with the individual or power of attorney to assess care needs. Gives recommendations when needed and may attend physician appointments as necessary.

Power of Attorney:
A written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter, sometimes against the wishes of the other. The person authorizing the other to act is the principal, grantor, or donor (of the power).

Personal Representative:
Is an individual appointed by the probate Court to administer the estate of a person who had passed, referred to as a “decedent.” A personal representative will either act as an Executor if named in the will, or as an Administrator if not named in the will, or if there is no will.

Agent Under Power of Attorney:
Can include health care and/or financial matters.



The Role of a Fiduciary:
  • Serve as a bridge between the client, family, health care providers, caregivers, and attorneys while providing peace of mind by protecting both the physical and financial interests.
  • An advocate responsible for protecting the quality of life for individuals who may have no voice and/or can no longer take care of themselves.
  • Draw on experience in seeking available public benefits, programs and other resources that will improve the life of the client and/or supplement their personal resources.
  • Handle financial, health care and quality of life decisions to protect the wishes of the people they serve, as well as real estate property issues.
  • Look at the big picture to determine what is in the best interest for the client given the circumstances presented. A trained professional strives to solve even the most complex problems.

What Makes Us Different?

    Choosing a third party can be a very scary option for some. Thinking that someone whom you do not know may be handling your financial and health care decisions in a stressful and difficult time is not something you often want to think about. However, an impartial Fiduciary can often times be the perfect person to express and fulfill your wishes should the circumstance require. Being impartial and not emotionally vested, is often an easier position to be in, when making necessary and demanding decisions.

Why Choose a Third Party?
  • Allows you as loved ones to continue to be with and support your family rather than the decision maker position.
  • We will have the resources to quickly/better assist you in a time of need.
  • Our priority is to you alone.
  • We have the knowledge to guide you or your loved ones to resources and programs that may be highly beneficial.
  • You have peace of mind knowing you or your loved ones affairs are being taken care of regardless of circumstances.

How to Pre-Plan:
  • Contact your attorney (if you do not have an attorney, ask someone whom you trust for suggestions or email us for a referral).
  • If you have friends or family that you trust to act on your behalf, ask them if they are willing.
  • Make sure whoever you name as your successor fully understands your wishes (medically and financially).
  • Ask your attorney about creating a Trust. This will help your successor to avoid Probate upon your death.
  • If you do not have a loved one to manage your affairs, consider meeting with a fiduciary (or several).
  • Start thinking about obtaining a prepaid burial plan at your local (or hometown) cemetery.