Fiduciary Services

Personal Representative

We are willing and able to serve as an independent, affordable, neutral personal representative for your estate. We will accomplish your stated objectives as quickly and with as little sacrifice of value as possible.

Trustee

A trustee holds assets for the benefit of others, under specific instructions. A good trustee must be fair, neutral, professional and accountable. We would be honored to serve in that role for your cherished family members.

Conservator

Circumstances sometimes call for a professional to make and communicate significant responsible decisions for a disabled family member. We are able to take that responsibility and have the necessary experience to file appropriate reports to the court.