Services

Guardianship is a judicial process that is initiated in the courts and should be sought only when all other options of advocacy or protections  have been exhausted.  Guardians can be appointed to oversee an individual’s financial affairs, personal care, or both.  Our staff of National Certified Guardians adhere to the National Guardianship Association Standard of Practice & Ethical Principles.  With a combined experience of over 20 years practicing Guardianship, our Nationally Certified Guardians  are highly qualified to serve when there is no family, when the family needs support and guidance from trusted professionals, or the burden is too great for the family.

Probate is the judicial process whereby a will is “proved” in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence [or real property] of the deceased at the time of death in the absence of a legal will. When a person dies without a will then the legal personal representative is known as the “administrator”.  This is commonly the closest relative, although that person can renounce their right to be Administrator in which case the right moves to the next closest relative. Our professional staff is familiar with the process and will work with your attorney to efficiently handle your loved one’s estate. Whether you live out of state or find the process overwhelming, our staff can act on behalf of the estate.  Providing timely administration and the utmost respect for your loved one’s legacy.

Large corporate trust offices often require a minimum balance of estates or trusts before engaging in their services. Our small, family-like business understands that even smaller estates and trusts deserve and need professional administration. We offer trustee services with personal, hands-on administration and specialize in the administration of Qualified Income Trusts aka as Medicaid Qualifying Trust or Miller Trusts, Special Needs Trust and Family Trusts.

Often the least restrictive alternative to Guardianship of the Estate is the appointment of a payee. A payee receives the income of an individual and is accountable to the payor, such as the Social Security Administration, Veterans Administration, or another pension office for the use and management of those funds. Our office provides payee services for those that need assistance with bill paying, budgeting, and estate preservation.