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Fiduciary Services

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Trust Administration

The most important part of your estate planning is ensuring you have designated a successor trustee who has the time and the knowledge to handle the task. I will administer and safeguard your trust, report to the beneficiaries, file tax returns, provide accountings, and make distributions per the trust's instructions.

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Personal Representative (Executor) of the Estate
I will quickly and efficiently finalize the decedent's affairs, pay the outstanding debts and taxes, and distribute the remaining assets to the beneficiaries designated in the will or to the heirs-at-law. If there is a surviving pet I take particular care to locate a new forever home.

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Agent under Advance Healthcare Directive
Medical issues can be overwhelming and family dynamics often add to stress. By acting as healthcare agent, I can help by working with the client, the health care providers and the family to align the client's wishes with the best medical outcomes.

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Conservatorship
I am currently not accepting new conservatorships. Please visit the Center for Guardianship Certification for a list of certified conservators.

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Power of Attorney for Finance
Sometimes all that's needed is a daily money manager - someone to pay the bills on time, keep track of investments, and compile information for your tax preparer. With a POA in place, we can set up a regular schedule and work with your existing, trusted professional advisors.

Printable Fee Schedule

Fee Agreement

Client Intake Form

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