Professional Collaboration

We Honor Confidentiality

legal
We work closely with attorneys and other legal professionals on estate planning and probate issues. We provide the level of fiduciary service they expect.

  • Successor Trustee
  • Trustee for Special Needs Trusts
  • Executor, Administrator and Personal Representative
  • Power of Attorney for Finances
  • Power of Attorney for Health Care or Agent under Advance Health Care Directive

Attorneys call us when they have an urgent situation.  We act quickly to accommodate their schedule and the needs of their clients.