Services

Whether you’re naming a successor trustee or executor of a will, navigating aging and your finances, or supporting a loved one from afar, we’re here to walk with you faithfully. Contact us to book a FREE 30-minute consultation appointment:

Services We Offer

Trust & Estate Administration

When a loved one passes or becomes incapacitated, we can step in as successor trustee or will executor to manage and distribute assets. We handle complex paperwork, coordinate with advisors, and communicate with beneficiaries.

Power of Attorney Agent or Attorney-in-Fact

As your designated agent, we can manage day-to-day finances, pay bills, oversee investments, and coordinate with your CPA, attorney, and advisors—ensuring your wishes are carried out with integrity and professionalism.

Daily Money Management

We help individuals organize finances, pay bills, track expenses, and prevent fraud.
Especially helpful for seniors or clients with busy lives, this service brings practical peace of
mind and financial clarity.

Our Process

1. You contact us for a free consult and we discuss your situation, our relevant services, and next steps.

2. Once you're ready to move forward, we schedule an intake meeting to gather information, review your current estate plan, discuss your wishes, and understand you family dynamics. A one-time intake fee applies here, then any work beyond this is billed at our hourly rate.

3. Depending on your situation, we reach out to your attorney, CPA, and/or financial advisor to be sure we are coordinating and taking a holistic approach.

4. Then we meet with you periodically, usually annually, to discuss changes to your legal documents, wishes, and family situation.

5. When an event occurs and our core fiduciary services are needed, we execute on your wishes.