We work directly with the grantor on assets they choose to have us manage or hold within the trust. The grantor retains the ability to make changes, modify or even revoke the trust during their lifetime, providing them with flexibility and control. Often, we will be named successor trustee when the grantor is no longer able to serve as trustee.

A trust created upon the death of the individual. When created we are named trustee, and we ensure assets are managed and distributed according to the individual’s wishes.

A court appointment of us as conservator to manage the financial affairs of an individual who is deemed unable to manage their affairs due to incapacity, disability, or other reasons. We make important decisions about their finances, pay bills, manage assets, and handle financial transactions.