Trustee / Successor Trustee

As a Trustee, we are responsible for carrying out the purposes of the trust which is described within the trust document. We take legal ownership of the assets held by the trust and assume fiduciary responsibility for managing those assets.  We manage tax filings for the trust and distribute the assets according to the terms of the trust. A Successor Trustee is a person who takes on the Trustee role when the Trustee no longer serves, usually when the grantor loses capacity or passes away. Serving as a Trustee involves duties that are legally required. 

Power of Attorney Agent, Assets & Finances

A Power of Attorney is a legal document and describes the authority assigned. The person creating the document, the Principal, assigns an Agent to act and make decisions on their behalf. A Power of Attorney stays in effect when you lose capacity, and the Agent can serve immediately if necessary. As Agent we have the legal authority to manage a person's financial affairs pursuant to the instructions and guidelines written in their Power of Attorney document. This authority is over non-trust assets and ends on the passing of the Principal.

Executor / Administrator

As an Executor or Administrator, we are legally responsible to manage a deceased person's estate to distribute his or her assets according to their Will. We manage unfinished and ongoing affairs, by closing bank accounts and paying debts and taxes. We protect and maintain all assets and belongings to prepare for their distribution to heirs or beneficiaries.

Limitations of Practice

  • We do not provide medical or legal advice or services.

  • Unless a person is incapacitated and we have authority as an agent with power of attorney, or we are their conservator, we do not make decisions or requests on behalf of individuals.

  • We do not act as a messenger or advocate on behalf of an individual, other than our client, with the goal of influencing or changing the mindset of a loved one, a clinician, or an associated professional.

  • We do not perform personal care, but we do put those care services in place on your behalf.

  • We engage with qualified financial advisors and licensed medical practitioners on your behalf.

  • We do not accept gifts or bequests.

Asset Management

Managing your estate according to your preference is
the foundation of our practice. We prudently handle
all matters of finance, ranging from monthly bill
pay to complicated estate transactions.
Office Work