SERVICES

An overview of the services we offer.

Trustee

​​A trustee is an individual whom is given administrative powers of property in trust with a legal obligation to administer it solely for its specified purposes.

Conservator​​

A conservatorship is a court appointment for an adult who is incapacitated, missing, detained or unable to return to the United States. The appointment of a conservator gives a person or an organization the responsibility to prevent waste or dissipation of the protected person’s assets; to obtain or provide for the support, care, education or welfare of the protected person or someone entitled to support by the protected person.

Power of Attorney
Financial & Medical

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A power of attorney or letter of attorney is a written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter. The person authorizing the other to act is the principal, grantor, or donor administrating the power.

Guardianship

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A guardian is a person or persons appointed by a court to assist with the personal affairs and make decisions on behalf of a minor or an adult who is incapacitated. A person under a guardianship is called a ward.

Personal Representative

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A personal representative is the person who administers the estate of a deceased person as executor or court-appointed administrator. Personal representatives can be appointed by a court, nominated through a will, or selected by the person involved. Their duties are performed under the supervision of probate courts, which are governed by state law.

Care Management

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A care manager assist clients and acts as their support system to become engaged in a collaborative process. The care manager acts to manage medical/social/mental health conditions more effectively. Care managers ensure that all needed health care is managed and in place.