Do you need a trustee?

Maybe you’ve completed your estate planning documents. You’re looking for someone who will listen, with whom you feel safe, who will protect what you've worked hard to build, and who works smoothly with attorneys, CPAs and other professionals. As trustees, we strive to understand and meet beneficiaries' needs. Your trust document is our GPS, directing us to carry out your wishes. We look for the best way to do it.

If you're an adult child of parents with, or have relatives or friends with memory deficit diseases such as Alzheimer’s, Lewy body or dementia, you may have many questions. Perhaps phone conversations aren’t providing your elderly aunt with enough support, but you're not sure what comes next. We can help with starter services such as bill payment, daily money management (with a window into the account so you can see what's happening), graduating to trust and estate administration.

Maybe you've lost your spouse or have no close relatives. We often act as successor trustees and/or hold power of attorney for clients who are widowed, single or whose family lives in another state or country. Our relationship might start with a discussion about your current challenges and opportunities. We can help with changes to Social Security, bank accounts, pensions and retirement accounts and set up a financial structure.

If you're a special needs trust beneficiary or the family of an SNT beneficiary, we can help. We have 10+ years of experience with Social Security Administration benefits administration as representative payees. We administer SNTs with an eye toward maintaining the safety and independence of the beneficiary.

Whether you are our client or a family member of a client, you are important. Your well-being matters.