Two clients, one standard of care

Acting as trustee for revocable and irrevocable trusts: distributions, tax coordination, beneficiary communication, and the recordkeeping a trust depends on.

Court-appointed management of an adult's finances and, where applicable, personal care, with the statutory accountings and reporting the court requires, filed on time, every time.

Court-appointed management of a minor's finances and, where applicable, personal care, held to the same standard of accounting and reporting as a conservatorship.

Administration of first-party and third-party special needs trusts, structured so a beneficiary keeps essential public benefits while the trust covers what those benefits don't.

Coordinating with physicians, care managers, and family members so financial decisions and care decisions for an aging client are never made in isolation from each other.

Serving as executor or administrator through probate: asset marshaling, creditor claims, tax filings, and final distribution to heirs.

Acting as agent under a durable power of attorney, handling day-to-day financial decisions with the same accountability as a court appointment.

Coordination with property managers, vendors, and tenants so real estate inside a trust or estate stays maintained, insured, and accounted for.

Full transaction-level bookkeeping per case, reconciled monthly and structured to convert directly into statutory accountings.

Preparation of periodic and final court accountings, and tracking of jurisdiction-specific filing deadlines so nothing lapses.

Reporting dashboards and audit-ready documentation built once and reused across every case in your practice.

Additional case capacity during growth or transition periods, staffed to your standards, without the lead time of a direct hire.

The scheduling, vendor management, and communication work that sits underneath every property held inside a case.