Independent Fiduciary Services
Grounded in Attentiveness and a Belief in the Inherent Value of Even the Smallest Things
Ways We Serve You and Support Your Journey
Independent Trustee, Co-Trustee, and Trust Protector Services
Administering trusts with a long-term view, always aligned with the intentions of the grantor and best interests of the beneficiaries.
We step in as a neutral, competent fiduciary—administering trusts according to their terms while fostering trust and clarity among beneficiaries.
Our services may include:
- Implementing trust provisions
- Distributing income and principal according to the trust’s terms
- Overseeing investments or coordinating with financial advisors
- Maintaining detailed trust accounting and tax filings
- Facilitating communication with beneficiaries
- Handling trust transitions (e.g., after a death or incapacity)
Executor, Personal Representative, Co-Executor, and Estate Settlement Services
Administering estates with precision, compassion, and transparency.
We support estates through probate and non-probate administration with a steady hand and deep respect for the decedent's wishes.
Our services may include:
- Managing timelines and coordinating documentation
- Securing and valuing assets
- Notifying beneficiaries and creditors
- Managing estate expenses, debts, and taxes
- Coordinating distributions
- Providing regular updates and financial records to parties
Power of Attorney (Financial POA) and Limited Power of Attorney Services
Acting as a thoughtful and competent decision-maker when it matters most.
In times of need or incapacity, we can act on your behalf with integrity and diligence.
Our services may include:
- Overseeing bank, investment, and retirement accounts
- Managing real estate and business interests
- Facilitating tax filings and income management
- Handling day-to-day financial decisions
- Ensuring continued payment of bills and obligations
- Keeping detailed records of all actions taken
Advance Directive (Healthcare POA), Emergency Contact, and Trusted Contact Services
Representing your values and choices with clarity and care when you are unable to.
We serve as a compassionate and informed advocate, ensuring your health care wishes are honored.
Our services may include:
- Coordinating with your healthcare team
- Interpreting and advocating for your living will or medical directive
- Making treatment decisions aligned with your values and instructions
- Communicating clearly and calmly with family members and providers
- Ensuring continuity of care and informed consent in all decisions
Financial Inventory Services
Gathering and organizing assets, accounts, and key documents to create a clear financial picture—securely stored in a private digital vault.
We make sure you and your family know exactly what exists—and where to find it—when the time comes.
Our services may include:
- Compiling financial accounts, real estate, insurance policies, and retirement plans
- Collecting important documents: wills, trusts, deeds, tax returns
- Creating a centralized and updated master list
- Providing access to a secure digital vault
- Offering annual reviews and updates to keep records current
Bill Pay Services
Managing recurring payments and financial obligations to ensure everything runs smoothly and nothing falls through the cracks.
Let us handle the logistics so you can focus on life, caregiving, or recovery.
Our services may include:
- Setting up and automating recurring bills
- Monitoring for unusual charges or discrepancies
- Managing one-time payments (e.g., medical bills, property taxes)
- Providing monthly summaries
- Ensuring sufficient cash flow and account management
Family Assets Reporting Services
Providing clear, customized financial summaries for families, co-trustees, and beneficiaries to enhance communication and transparency.
We turn complex financial data into understandable, actionable insights.
Our services may include:
- Regular financial reporting (monthly, quarterly, or annual)
- Custom reports tailored to family or fiduciary needs
- Summaries of income, expenses, and distributions
- Asset tracking across multiple accounts or entities
- Transparent communication for multi-generational families or co-trustees