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Administrator of Estate (Court action)
Allocation of Assets Among Trusts
Asset Management Services
Attorney-in-Fact (Power of Attorney)
Bill Payment Services
Bookkeeping Services
Budget Creation and Management
Care Management and placement
Case Management
Conservator of Estate
Consultant Services
Coordinating Among Legal Professionals
Creditor Negotiations
Credit Card Management
Daily Care Organization
Debt Management
Distribution of Assets as per Will or Trust
Estate Administration (Probate)
Executor of Estate (Court action)
Financial Management Services
Health Care Agent (Advance Health Care Directive)
Property Management
Housing Needs Assessment Organizer
Family Consultant
Guardian Ad Litem
Guardianship for child or pet
Household Maintenance Organizer
In Home Care Placement Assessment Organizer
Marshalling of Assets, including, but not limited to Completion of all Life Insurance, Brokerage, Treasury
Direct, Bank, Veterans Benefits, and Retirement Benefit formsMedical Needs Assessment Organizer
Personal Financial Management
Representative Payee (Social Security)
Tax Return processing for Fiduciary and Individual
Trust Protector
Trustee (any type of Trust)
Revised 03/2025
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