Estate Trust Advisor

A competent personal representative and trustee can make all the difference in the estate settlement process. Serving in this role, we enable an easier and faster estate settlement process for you and your clients. Or, serving in a support role to the personal representative / trustee, we help them do the same.

While you may want to help the trustee of a trust that you created, you may be prevented from doing so due to conflicts of interest that compromise legal ethics and fiduciary duties. We can help by being an independent third-party to advise trustees on trust administration and beneficiaries’ needs. We can also help by overseeing and modifying trusts to protect the grantors’ intent.

Does your client have money challenges? We come alongside your clients to understand their most pressing money management needs and then create a plan to address those needs. We can provide basic money management services, work as a Representative Payee, server under a power of attorney for finances, or be a court appointed conservator.