Medical and Financial Agent
Under Power of Attorney
Contract Court
Accounting Preparation
Special Needs Trust Administration
Contract Fiduciary Services
Trustee
A Trustee is appointed to manage and administer assets held in a trust for the benefit of its beneficiaries. Responsibilities may include managing financial accounts and property, paying expenses, making distributions, maintaining financial records, preparing accountings, coordinating tax matters, and communicating with beneficiaries and professional advisors.
The Trustee must follow the terms of the trust and exercise independent judgment in protecting and managing trust assets.