Areas of Practice

Trust & Estate Management

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Life Care Management

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We step in to help you or a loved one manage life. Maybe someone is struggling to make sound health care, personal or financial decisions due to diminished capacity (mental or physical). Where do you go from here? A Professional Fiduciary may be the answer.

List of

Fiduciary Services

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Trust and Probate Administration

Special Needs Trust Administration

Care Management

Family Consultation

Guardian ad Litem

Daily Money Management

Durable Power of Attorney

VA Federal Fiduciary

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We serve by private agreement or court appointment. Private Agreement may include: Trustees, Executors, Powers of Attorney for     Financial or Health Care,

Daily Money Manager,

Bill Pay & Banking.

Court Appointments may include:  Administrator,

Trustee or Guardian