Have a plan in place
Know everything will be handled
Enjoy Peace of Mind
You want to do the right thing...
- The estate is complex, and you want your affairs in order... you've postponed too long
- You want to preserve your assets to maintain your standard of living and still pass funds to your loved ones or charities
- Estate planning and administration is complicated and burdensome
- You don't want to make mistakes or upset your loved ones
- You are concerned that you have no one that has the time or knowledge to assist you
- You know the emergency room is not the place to do estate planning
- You're worried your parents do not have a plan in place
Private Fiduciaries are Trusted Estate and Care Managers
Experienced
Personalized
Expertise
Someone You Can Trust to Handle Every Detail
1. Schedule a Meeting
We’ll discuss your goals and what needs to be in place to realize them.
2. Learn and Plan
We know that every detail matters so we start with compassionate listening and build your plan for what’s important now and in the future.
3. Peace of Mind
You’ll have confidence in a Private Fiduciary you can trust.
Meet Rebecca
Hiring a trustee is a big decision and the truth is, you might be worried about making the right choice.
I understand how overwhelming that can feel.
As a practicing Lawyer since 1991, I am accustomed to helping people who are in conflict and transition in their lives.
Rebecca Guyette has made me whole again after difficult times. I will forever be thankful. Veronique B.
I'm thankful Rebecca was always available to help me navigate a difficult process. Sarah L.