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Services
Trustee / Trust and Estate Administration
•Marshall and assess the value of assets is one of the first responsibilities of a Trust Administrator. The value of an asset is determined after deducting any liabilities owed.
•Manage and protect assets (real and personal property).
Record keeping, inventory of assets, and accountings (available to beneficiaries)
Agent Under Power of Attorney and Advance Health Care Directive
•A Power of Attorney is written authorization to have a person represent or act on another’s behalf regarding financial and health care matters.
•An advance health care directive is a document for making health care decisions in the event you become unable to make those decisions.
Conservator/ Guardian
•Conservator of person, estate, or both
•Appointed by the Superior Court to manage the personal, financial and health care of a vulnerable or protected person.
•Record keeping, inventory of assets and accountings, filed with the court.
•Court supervision
•Marshall and protect assets
Special Needs Trust
•A special needs trust is a trust designed for beneficiaries who are disabled, either physically or mentally. It is written so the beneficiary can enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits.
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