Services

Below are examples of services we provide:

• Serve as Trustee, Successor Trustee, Personal Representative, or Power of Attorney & Health Care Surrogate

• Bill Pay services, balance checkbook, budgeting, sort mail and financial statements

• Process medical and insurance claims

• Tax document acquisition and assembly

• Property maintenance, down-sizing/right-sizing, move management

• Advocacy, consultation, education, management of care

• Professional Guardian