Fiduciary: A person or organization that acts on behalf of another person or persons, with a legal and ethical obligation to put that person's interest ahead of their own.

Act as Trustee following the settlor's wishes as stipulated in the Trust document for the benefit of the settlor and beneficiaries.

Working with you and your estate planner to select a fiduciary who will represent you when you can no longer act for yourself.

Arrange in-home caregivers or placement outside of the home. Make a comprehensive care plan with your doctors to maintain your comfortable and happy life.

Act as the local eyes and ears for family who is far from their loved one. You maintain the powers of attorney while I report to you on your loved one's condition.

Serve as your agent under the Durable Power of Attorney for finances and / or healthcare

An added benefit for Trust or DPOA clients to ensure your well earned social security funds are received and used correctly for your care.