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A trustee is responsible for carrying out the terms of a living, special needs or testamentary trust as defined in a trust document. We serve as trustee when there is no one available for the elder, or family dynamics do not allow an adult child to fill this role.
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The Executor or Probate Administrator takes on the role of administrator of the decedent’s estate and guides the estate through probate, following the terms of the will. In this role we gather, inventory and protect assets. We may sell personal items or property, pay any debt obligations, and aim to distribute remaining assets to heirs and beneficiaries
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When appointed as your agent under a power of attorney for finance or healthcare, we can act on your behalf. If named as financial power of attorney, we can deal with all financial matters not held in trust. If named as healthcare power of attorney, we can advocate on behalf of the client in medical settings. This can be for specific matters or all matters, as you prefer.
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We can assist you with household bill paying, organizing paperwork, budgeting, record keeping, and accounting and reporting.
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As healthcare and insurance become more complicated, it can be useful to have one central point of contact for providers, caregivers, family members, and insurers, to be sure that care is coordinated and focused on your safety, comfort and best interests.
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When appointed by the court to manage the financial and/or health concerns of an incapacitated adult, a fiduciary can manage their care and continue to pay their bills. The goal is to disrupt their lives as little as possible.