Health & Welfare Specialization
We professionally coordinate services, care, placement changes, and support,
for a person with any ability, through all life transitions.
Specialized Fiduciary Team
It is our mission to provide
person-centered specialized fiduciary services
while preserving your dignity and protecting your
financial and healthcare decisions.
We exercise prudence and honesty. We serve as Trustee, Successor Trustee, and as an agent with the Power of Attorney for Asset Management and Finances. We also serve as an Executor and/or Administrator. These assignments are made through your Trust and/or Will.
Tending to your person first is our primary focus. We serve as an agent with the Power of Attorney for Healthcare decision making, which is assigned on your Advance Health Care Directive. We advocate for your person first and foremost, to support your thought process, protecting what is your right to decide.
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Care Management
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Case Management
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Daily Money Management
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Bill Payment Services
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Conservatorship Consultant
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Family Consultant
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Informal Assistance