Customezed personal support and assistance with paperwork such as checkbook balancing, filing, financial errands, or other financial paperwork. Fiduciary services for Probate, Conservatorhips, Court Appointed Trustee and will act as Power of Attorney. Assistance to individuals in the role of personal representative or trustee with guidelines, support, research and professional referrals such as estate planning attorneys, accountants, Certified Financial Planners, investment management.
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Hours
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Accreditation

Certified Trust and Financial Advisor

Categories
Financial Services, Organizing Services-Household & Business, Personal Services & Assistants, Records Management Consulting & Service
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