• We do not provide medical or legal advice or services.

• Unless a person is incapacitated and we have authority as an agent with power of attorney, or we are their conservator, we do not make decisions or requests on behalf of individuals.

• We do not act as a messenger or advocate on behalf of an individual, other than our client, with the goal of influencing or changing the mindset of a loved one, a clinician, or an associated professional.

• We do not perform personal care, but we do put those care services in place on your behalf.

• We engage with qualified financial advisors and licensed medical practitioners on your behalf.

• We do not accept gifts or bequests.

Services we may perform include (this is not an exhaustive list):

Trustee
Successor Trustee
Executor
Administrator
Agent with Power of Attorney
Care and Case Manager
Consultant

​The required qualifications of our professional fiduciary services align with legally prescribed requirements, and more. We take great pride in our high level of trustworthiness and professionalism. We value our clients and are committed to serve them with the integrity and compassion.

Fiduciary Services fees are billed by the hour in six-minute increments. As of this writing, our current hourly fiduciary rate is $180 per hour. Expenses we have paid on our client’s behalf are billed for reimbursement. Additional fee information can be provided during initial consultation meetings with prospective clients. Person-related services such as Care Management or Agent on your Advance Directive, require a signed service agreement. A detailed fee schedule is included with our service agreement that the client must sign. Fees will be amended from time to time. Active clients receive 60 days advance notice of fee amendments.