I serve as trustee or successor trustee for living trusts, special needs trusts, and other trusts — managing assets, making distributions, filing accountings, and carrying out the trust's terms exactly as intended, with no family conflict..
Conservatorships — Estate & Person
When appointed by the court, I manage the finances and oversee the care, housing, and medical decisions of an adult who can no longer manage on their own — always under court supervision, and always protecting their dignity.
Power of Attorney & Daily Money Management
Acting under a durable power of attorney or as a daily money manager, I handle bill payment, financial decisions, and everyday money matters for clients who need a trusted, accountable hand.
Healthcare Agent
Serving under an Advance Health Care Directive, I make and coordinate medical decisions in line with a client's documented wishes when they are unable to do so themselves..
Estate & Probate Administration
As personal representative, executor, or administrator, I manage the settlement of an estate — inventorying assets, paying debts and taxes, and distributing to beneficiaries — accurately and on schedule.