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TRUST MANAGEMENT

Marshal and protect trust assets

Management of real and personal property

Work with beneficiaries

Enforce claims

Prepare inventories & accountings

Prepare tax returns and/or confer with tax preparers

POWER OF ATTORNEY

Act on client's behalf in matters specified in the Power of Attorney document regarding personal, healthcare, & financial needs

CONSERVATORSHIPS

Superior Court supervised

24/7 comprehensive case management services

Coordinate and monitor health care

Management of real and personal property

Participate in all legal and financial matters

Prepare inventories & accountings

PROBATE ADMINISTRATION

CONSULTING

Assist with Trust Administration

Case Management Services

Bill Pay

Referrals

PARALEGAL SERVICES

These services are directly provided for and at the direction of attorneys.

LEGAL DOCUMENT ASSISTANT SERVICES

BONDED AND REGISTERED #LD-0022 exp. 01/22/24.

These are Non-Lawyer services; I am not an attorney. I can only provide self help services at your specific direction - Legal advice will not be provided nor accompaniment to any court proceedings. This service is a low-cost alternative to hiring an attorney by preparing routine client legal documents at your direction.

If legal advice becomes necessary, then referrals can be provided.

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