For the Legal and Financial Community

We work closely with estate planning and probate attorneys. We provide the level of fiduciary service they want for their clients. This includes trustworthy, compassionate and professional service when we act as:

• Successor Trustee
• Trustee for Special Needs Trusts
• Conservator
• Power of Attorney for Finances
• Power of Attorney for Health Care or Agent under Advance Health Care Directive

We also invite you to call us when you have an urgent situation.  We act quickly to accommodate your schedule and the needs of your clients.

For Families

We manage the affairs—both financial and personal—of vulnerable family members. Our assistance with their health or money issues and with day-to-day decision-making can be invaluable. Below are some warning signs that someone you care about needs our help:

• They can’t keep up with their bill paying.
• They are starting to neglect their health.
• They are distracted by grief over the loss of a loved one.
• They have difficulty saying "no" and thus make decisions which are not in their best interest because it is the "easy way out."
• They are having second thoughts about the suitability of the person they named as trustee in their trust.

In all of these situations, we protect and give comfort to your family. We help you and your loved ones maintain or regain peace of mind.