Trust Administration
Trust administration services include investment oversight, tax reporting, and timely distributions—all managed in accordance with the trustor's instructions. An impartial, professional approach ensures compliance with applicable laws across complex business, family, and multi-beneficiary situations. Services are structured to protect the trustor's intent and minimize legal and financial risks, even in intricate financial structures.
Financial Power of Attorney
Financial Power of Attorney (POA/DPOA) services cover banking, bill payments, investments, and property transactions on behalf of individuals who are unable to manage their own affairs. Every action is taken with transparency and accountability, customized to each client's needs and fully compliant with legal requirements. These services provide continuity and peace of mind during illness, disability, or absence.
Probate Administration
Probate administration services guide families through the legal process of settling an estate. Services include asset identification, debt settlement, tax obligations, and distribution to heirs—all handled by a court-appointed personal representative. Deadlines are met, records are maintained, and families receive clear, compassionate support at every step.
Healthcare Power of Attorney
Healthcare Power of Attorney (MPOA) services provide informed medical decision-making for clients during periods of incapacity. Working directly with medical providers, these services ensure care aligns with each client's values, preferences, and documented wishes. Prompt, responsible advocacy helps prevent delays and ensures appropriate, respectful care when it matters most.
Special Needs Trust (SNT) Administration
Special Needs Trust administration services are designed to support individuals with disabilities while protecting eligibility for government benefits such as SSI and Medicaid. Services cover both First-Party and Third-Party Trusts, with careful oversight of how funds are used for supplemental needs including therapy, education, and personal care. Administration is compassionate, fully compliant, and tailored to each beneficiary's circumstances.
Supported Decision-Making
Supported Decision-Making (SDM) services help individuals—including solo agers, older adults, and those with cognitive challenges—retain control over their own decisions with trusted guidance. Services include exploring options, discussing choices, and helping clients articulate their wishes, whether through informal support or a formal SDM agreement. The goal is to preserve autonomy and dignity while ensuring informed, confident decision-making.