Trustee
Faithfully execute the terms of a trust so that the wishes of the trust creator are carried out
Probate
Manage the probate process so that estates are efficiently passed on to families and beneficiaries
Conservator
Respectfully and professionally manage the finances and/or personal care for my clients
Digital Security
Build logical, secure processes for managing clients' digital life and accounts
Money Management
Create clean, transparent systems for bill paying, budgeting and record management
Power of Attorney
Responsibly act on client's behalf in financial and legal matters