When no other family member or individual is able or willing to serve as a trustee, we will gladly take on that responsibility. We work with:
Special needs trusts | Family trusts | Grantor trusts | Education trusts | Testamentary trusts
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We also work with investment managers to institute and design an investment program in order to meet your goals. We keep you and the necessary agencies informed with periodic financial reports. We provide court and other accounting, and file any required tax returns as well.
Guardian of the person
Guardian of the property
We will also take on all financial management services, including:
Working with attorneys, bankers, brokers, and tax preparers to safeguard trust finances | Reconciling bank and brokerage statements | Paying bills | Balancing checkbooks
We gladly assume all financial management services, such as:
Paying bills, balancing checkbooks, reconciling bank statements
Working with attorneys, bankers, brokers, and tax preparers in order to safe guard your personal finances.
Monitoring of an existing investment program to ensure the continuity of income, as well as developing and maintaining a program that meets your personal needs.
Submitting quarterly reports
Providing court accountings
Filing medical insurance claims
Reviewing insurance programs to maintain adequate coverage and reduce unnecessary duplication
Filing tax returns
Arranging maintenance and repair services for your home
Disposing of real and personal property, as well as managing any rental property
If the individual is elderly and resides in a controlled environment, including a nursing home, we can offer over-sight for his or her physical and emotional well-being by the following services:
Arranging for geriatric care managers or nurses to ensure that the appropriate, proper care is being provided
Making sure all health care decisions are in accordance with previously established guidelines
Carrying out advance medical directives