Conservator: Conservatorship

A conservator is a person or organization chosen to protect and manage the personal care or finances, or both, of someone who has been found by a judge or family member to be unable to do so.

We help all kinds of conservatees. Many are elderly people, while some are young people with temporary or permanent mental or physical disabilities. They come from all walks of life and many cultures. What they have in common is that they are human beings who need help to live the best life possible; as your conservator Angelique and her team has passion in making this possible for all of our clients. Some whom are under conservatorship can no longer shop for food or cook; others need help bathing and dressing. Some need medical care of help cleaning the house. Others can’t drive and need help getting around. Some conservatees are isolated and in need of some social activities and contact with others. Still others under conservatorship have a hard time keeping track of their money or remembering to pay their bills. Some give away large sums of money to strangers; others need help managing their investments. As your conservator Angelique and her staff are here for all of these things and much more.

Trust administration: Administration

Many accumulate assets and wealth in their retirement years; as your Trust Administrator we add them together and give them value. A properly drafted legal trust arrangement done by an attorney is a critical tool in estate planning so that your wishes may easily be transferred to a trustee. We can help with protecting assets and ensuring the distribution is done exactly you intended. Our goal is to protect you from excessive taxation and transfer costs while creating a detailed and charitable giving plan and managing your affairs after you are unable to. No matter what your trust goals may be Angelique Friend will sensitively honor your wishes while offering experienced and professional trust administration.

Estate Planning:

An estate is the net worth of a person at any point in time alive or dead. It is the sum of a person’s assets – legal rights, interests and entitlements to property of any kind – less all liabilities at that time. The issue is of special legal significance on a question of bankruptcy and death of the person. Depending on the particular context, the term is also used in reference to an estate in land or of a particular kind of property (such as real estate or personal estate). The term is also used to refer to the sum of a person’s assets only. Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity. It overlaps to some degree with elder law, which additionally includes other provisions such as long-term care.

Our team ensures the estate planning process is done in a caring, sensitive and professional manner to take this burden off our client’s shoulders and reduce stress and worry. We will take care of you and your wishes when it comes to your estate planning.

What is a Fiduciary Duty

The fiduciary as trustee has the responsibility of carrying out the terms of the trust as set forth in a trust document. A trust can be created by the language found in a will or a document created during life. Here you will find information on how our Fiduciary services can help.

Court Appointed Services

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your family achieve the goals you have been dying to reach.