We serve as Successor Trustee and holder of the Power of Attorney for Property. We provide an experienced independent solution. Using a trust protector to back us up, we’re your backstop for completing estate documents and making sure you are well taken care of.
What We Do
Dove-tailing with your estate plan, our Successful Succession™ services provide valuable options for you. Designed to help you and your family achieve a smooth transition and increase your confidence that your documents will be carried out as intended.
Our à la Carte Options
Trust Personnel Inventory
Trust Needs Alignment
We guarantee that engaging in these a la carte options will save you money, and will likely result in a smoother transition for you and your family. And we’re OK if you prefer to pass on these options, and want us to simply stand by until the inevitable.