(423) 432-7514
Practice Areas
People we serve
01
Many times drafting the trust is straight forward for your attorney, but it's the long-term administration, compliance and client hand-holding that becomes challenging. I am here to remove that burden and come alongside to help.
03
Family dynamics are not pleasant especially during a crisis, as an independent fiduciary I am able to settle that estate, navigate that trust or guide difficult decisions.
Legal Professionals
Families
02
I work well with financial advisors and their clients when they may need a professional trustee, help navigating distributions, coordination of investments and real - life needs or when a neutral presence is needed.
04
When residents or patients need someone to help oversee finances, engage in medical decisions or planning for Medicaid, I am hear to help.
Financial Advisors
Care Organizations
our solutions
Tailored for Your Needs
01
Trust Administration
Serving as trustee or successor trustee, managing trust assets, distributions, reporting, and coordination with advisors.
02
Executor / Personal Representative
Administering estates with efficiency and compassion—from probate filings to asset distribution and final accounting.
03
Conservatorship Services
Court-appointed financial oversight for incapacitated adults or minors, including asset management, reporting, and compliance.
04
Power of Attorney Representation
Acting under a valid Power of Attorney to manage financial AND medical affairs with responsibly and in alignment with the principal’s wishes.
our solutions
Additional Services
Trust Funding
Advisory Services
Care Planning / Case Management
Long-Term Care Insurance
Claim Management
Once the trust is in place, funding is the next step. Let me help ensure your assets are positioned correctly according to your trust.
Sometimes it's helpful to have the advice of an expert. I am here to come along side family to accomplish the goals of the client.
What kind of care do we need and how are we going to pay for it. It is important to understand your options when care is needed.
Managing the claims process can be difficult. I handle every step of the process from filing to ongoing claim oversight.