Services and Fees

We offer expert, personalized services designed to help you reach your goals with confidence and clarity. Whether you're just starting or looking to take things to the next level, we're here to guide you every step of the way. Start with a free 30-minute consultation to explore your needs and discover how we can best support you

Probate & Estate Administration

When a loved one passes, the probate process can feel overwhelming. As court-appointed Executors or Administrators, we manage the administration of estates with a focus on efficiency, accuracy, and compassion.

Trust Administration

We provide comprehensive trust administration services, acting as Trustees for various types of trusts, including revocable living trusts, irrevocable trusts, special needs trusts, and more.

Special Needs Trust

A Special Needs Trust protects individuals with disabilities, ensuring they can access benefits without losing eligibility for programs like Medicaid or SSI. Our goal is to help them maintain independence and a high quality of life.

Comprehensive Conservatorships

When an individual becomes incapacitated due to illness, injury, or age, and is unable to manage their personal or financial affairs, a conservatorship may be established.

Case Management

Our case management services offer vital support for elderly, disabled, or vulnerable individuals who require assistance with everyday tasks and financial oversight. Our approach is holistic, aiming to ensure that all aspects of a client’s life are effectively coordinated.

Consultation Services

Our fiduciary consultation services are designed to guide families and professionals through complex estate planning, caregiving, and financial decision-making.