Many people may not have someone to appoint as a fiduciary and hiring a bank trustee can be cost prohibitive.

Who does this help?

• A solo ager who doesn’t have someone to act as their power of attorney

• Families that are looking to appoint a trustee for a special needs trust

• Blended families that want to have a non-interested party act as executor

We are bonded and insured to act as a professional fiduciary should the need arise.

We serve as power of attorney, trustee and executor for many of our clients and are legally bound to act in their best interest.