A step-by-step guide to peace of mind and partnership.
INITIAL CONSULTATION
Laying the groundwork with clarity and care.
• Complimentary meeting to understand your needs and goals
• Discussion of roles, responsibilities, and potential fiduciary services
• Transparent overview of our process and fees
• Answers to your questions, without pressure or obligation
ON-BOARDING
Building a solid foundation for trusted partnership.
• Gather all essential records, statements and vital documents
• Review of estate planning documents & assets
• Identify any gaps or concerns in existing plans
• Sign Service Agreement and collect fee
IMPLEMENTATION & OVERSIGHT
Delivering proactive, responsible fiduciary leadership.
• Activation of trustee, POA, or estate representative roles as needed
• Execution of fiduciary duties in alignment with legal and ethical standards
• Record-keeping, bill payment, asset management oversight
• Regular updates and collaboration with family or professional advisors
ONGOING FIDUCIARY SUPPORT
Your steady partner through life’s changes.
• Continued guidance as life circumstances evolve
• Support through health transitions, family needs, or estate administration
• Succession and continuity planning, if desired
• Always available for questions, updates, and advocacy