Estate Administration
We work according to the Prudent Investor standards to protect the assets of the vulnerable. It is not necessary to be appointed as a person's guardian in order to protect their property and finances.
We have managed the estates of numerous individuals as court-appointed conservator, trustee of extremely complex trusts, including Special Needs Trust, and frequently serve as personal representative to settle decedent estates.
Education
We provide presentations on end-of-life planning, abuse, neglect & exploitation, fraud prevention, etc.
Consulting
Entrust contracts with competent individuals to provide a range of
consulting services. We can assist non-professional fiduciaries in
carrying out their responsibilities.
Estate Recovery
Since inception, we have recovered $700,000 $1 million in cash and
assets on behalf of the estates we manage. That number continues to
grow as we aggressively seek to recover assets that are stolen or
misappropriated from our clients.
As dedicated advocates for the
rights and welfare of those whom we have been appointed to serve, we
have produced countless other results on behalf of client estates
including formal evictions and orders of protection, felony theft
convictions, over $40,000 in restitution, and one permanent deportation.
Durable Power of Attorney
Under appropriate circumstances, we can serve as the agent under a durable power of attorney prepared for a competent individual by his or her attorney.