Fiduciary & Power of Attorney Services
Fiduciary & Power of Attorney Services
- Estate & Trust Administration
- Conservator of the Estate
- Executor
- Trustee & Successor Trustee Service
- Financial & Accounting Management
- Healthcare Representation
Trustee/Fiduciary Responsibilities
- Marshall & manage trust assets
- Secure, value, & manage personal & real property
- Oversee investments with a licensed investment representative including a timely review of the investment portfolio & risk versus return analyses
- Manage businesses held in a trust
- Prepare inventories & accountings
- Prepare financial reports
- Prepare documentation for 1041 & 541 tax returns conferring with tax preparers
Power of Attorney Responsibilities
- Represent the client on matters specified by the Power of Attorney
- Represent client's interests involving including taxes, real estate, retirement plans, & general finances
- Collaborate with licensed investment advisers regarding stocks & bonds
- Accounting & bill pay
- Managing the sale or purchase of property
- Evaluation & hiring of care providers
- Assist with filing tax returns alongside a licensed professional accounting firm
- Arrange distribution of retirement benefits
- Negotiate & execute contracts
- Apply for Government Benefits