Named in your Will
As an Executor or Administrator, we are legally responsible to manage a deceased person's estate to distribute his or her assets according to their Will. We manage unfinished and ongoing affairs, by closing bank accounts and paying debts and taxes. We protect and maintain all assets and belongings to prepare for their distribution to heirs or beneficiaries.
Named in your Trust
As a Trustee, we are responsible for carrying out the purposes of the trust which are described within the trust document. We take legal ownership of the assets held by the trust and assume fiduciary responsibility for managing those assets. We manage tax filings for the trust and distribute the assets according to the terms of the trust. A Successor Trustee is a person who takes on the Trustee role when the Trustee no longer serves, usually when the grantor loses capacity or passes away. Serving as a Trustee involves duties that are legally required.
Named in your Advance Healthcare Directive
An Advance Healthcare Directive allows you to make your wishes known, including naming who will make healthcare decisions for you.
As agent, we gain access to information and communicate with care providers in a professional capacity. We advocate for you according to your wishes, gathering the facts to support your decision-making ahead of time. Taking the time to help you define your end-of-life care preferences helps us gain a clear understanding of the things that matter most to you. This is our duty as your surrogate decision-maker.
Finances - Also called "Attorney-in-fact"
A Power of Attorney is a legal document that describes the authority assigned. The person creating the document, the Principal, assigns an Agent to act and make decisions on their behalf. A Power of Attorney stays in effect when you lose capacity, and the Agent can serve immediately if necessary. As Agent, we have the legal authority to manage a person's financial affairs pursuant to the instructions and guidelines written in their Power of Attorney document. This authority is over non-trust assets and ends on the passing of the Principal.