Areas of Practice

Vintage Compass



Trust & Estate Management

Life Care Management

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.

Elder woman and her caretaker

List of

Fiduciary Services

Trust and Probate Administration

Special Needs Trust Administration

Care Management

Family Consultation

Daily Money Management

Durable Power of Attorney

VA Federal Fiduciary



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

Do you have a legal issue not addressed here? Contact us to find out more.