Available Services

The role of Professional Fiduciary can encompass a broad range of areas.   I am very flexible and will work with you to determine how to satisfy your needs.   I am licensed and able to function in the following capacity:
  • Agent under Power of Attorney
  • Conservator of Estate
  • Conservator of Person
  • Executor
  • Guardian
  • Representative Payee
  • Special Administrator
  • Trustee 
  • Successor Trustee
  • Fiduciary Accountings
Coordination with bankers, financial advisors, CPAs, legal representatives, caregivers, counselors and other professionals to meet your needs.