Protecting legacies while serving families.
I provide independent fiduciary services for individuals, families, and professionals who need a steady, neutral presence to manage important responsibilities with care, diligence, and integrity.
Helping families make informed decisions since 2010
OUR SERVICES
When families face moments of transition...
...aging, incapacity, loss or complex financial responsibility - clarity and trust matter. Those times can feel overwhelming, but you don’t have to face them alone. I provide trusted fiduciary services, stepping in as Power of Attorney, Trustee, Executor, or Conservator when families need support. Our goal is simple: to protect what matters most while guiding you and your loved ones with care and compassion.
Power of Attorney Representation
Also referred to as an Agent. This is someone that has the legal capacity to step in to assist with medical or financial tasks and decisions when you are unable.
Trustee Administration
Professional appointed via your TRUST to help carry out your wishes directed by the trust document.
Executor & Personal Representative
Professional appointed via your WILL to help carry out your wishes directed by your will document.
A Trusted Presence
Serving as a fiduciary is not simply a task—it is a responsibility. We approach every appointment with respect for the role, the people involved, and the legacy being protected.
If you are seeking a steady, professional fiduciary partner, we invite you to start the conversation.