We serve under court-appointment to impartially manage the affairs of another person or their estate. Our company offers families a professional option that melds meticulous care and respect for their loved one’s life and estate, with a thoughtful and considerate approach to each family’s dynamics and history.
We listen to and respect the knowledge, experience, and opinions of friends and family members, while maintaining independent judgment and unwavering commitment to our duties and the wishes of the protected person or the enshrined wishes of the trust grantor or the deceased. Each case is given a meticulous eye for detail and with an eye always on the best interests of the client and the cost-benefit analysis of every undertaking.
Unlike other professionals, we have the skillset and experience to craft creative out-of-the-box solutions to serve the needs of each case, and we do not shy away from litigation or involving law enforcement where necessary. We are also willing to serve alongside family members, to take on collaborative or limited roles, or to handle cases that are logistically difficult or require unique funding solutions, that other professionals may not be willing to consider.
Fiduciary roles we commonly serve in include:
Guardian
A Guardianship is established by the Court where the concern is the personal health and safety of a vulnerable adult, and that person lacks sufficient understanding or capacity to make personal decisions (e.g. medical, safety, living situation) and is unable to meet their personal needs with the assistance of less restrictive alternatives.
Conservator
A Conservator is given powers and duties by the Court where the concern is the financial wellbeing of a vulnerable adult, and that person is impaired in their ability to receive and evaluate information or make decisions about their property and finances, and is unable to manage property, finances, or business affairs. A Conservator may be appointed when the person’s assets would be wasted, lost, or spent inappropriately such that they won’t have money to meet their needs unless someone is given the authority to act for them.
Trustee
A trust is a legal entity born out of an agreement to hold or manage property in trust for another. There are many types of trust, with different structures, tools, and objectives. However, every trust has a trustee, who is a person or organization that holds trust assets and charged with protecting and maintaining the assets, then distributing them to the beneficiaries of the trust in accordance with the terms of the trust agreement. When creating a trust, it is important to select a trustee you feel is the best fit for your trust and its objectives.
Probate Estate Services – Personal Representative or Special Administrator
A personal representative is the person appointed by the Court to handle a probate estate, either by the terms of a will or by state law if a person dies without a will. A special administrator is a limited or temporary position to carry out the duties of a personal representative within the limits placed by the Court.
Other Services & Information
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