Services and Fees
Fiduciary Administration
Making Sure Your Family's Assets Are Preserved and Protected
Conservatorship Accountings
Contact us for custom project rates based on your specific needs.
Trust Management
Contact us for custom rates based on your specific estate values.
VA Representative
A VA Fiduciary is a person or entity appointed by the Department of Veterans Affairs to manage the financial affairs of a veteran who is unable to do so due to injury, disease, or age. The fiduciary ensures that the veteran's benefits are used appropriately for their care and well-being.
Power of Attorney
Deciding Who Will Carry Out Your Wishes
Agent under POA Finances
Contact us for custom project rates based on your specific needs.
Agent under POA Health
Contact us for custom project rates based on your specific needs.
Probates
Handling Of Your Loved One's Affairs Through The Courts
Probate/Descendant’s Estate
Court Supervised Cases have pre-established statutory rates based on the total value of the estate.
Non-profit/Small Business Accountings
Managing Your Business Affairs
Faith-Based Accountings
Consult us for a custom proposal.
Budget Workshops & Coaching
Consult us for a custom proposal.
Notary Services
We provide Notary Services for validating your important legal documents.
Lifestyle Concierge Service
Taking Care Of Life's Everyday Things For You
Personal Errands & Projects
Rates vary based on your specific needs. Please contact us for a consultation. Monthly retainers available in tiers of:
- 5 hours per month
- 10 hours per month
- 10+ hours per month