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Our Services

Our People

Beneficiaries and Families

• We provide one-on-one service with a dedicated trust officer
• We negotiate with outside vendors to reduce cost of items such as medical supplies, pharmaceuticals, handicapped accessible vehicles
• We are experienced in coordinating home modifications and purchases
• We prepare annual court accountings
• We provide access to a pre-paid debit card for ease in purchasing services or items

Attorneys and Consultants

• We are experienced in providing solutions to unique circumstances and are a resource in helping expedite your case to a faster resolution to settlement
• We recognize your client’s expectations differ from those of wealth management clients; this understanding means not having to worry about receiving calls from unhappy clients
• We are knowledgeable in Medicaid and Medicare planning solutions
• We understand court systems and processes
• We provide investment flexibility