Financial Management

Fiscal Expertise

As guardian and trustee administrators, our financial associates provide an array of financial services including, but not limited to the following:

Financial and Budget Planning

• Locating and marshalling assets
• Coordinating the sale of property
• Coordination of of investment planning with financial advisor
• Medicaid planning
• Inventory of financial assets
• Facilitate the preparation of regular tax reports

Accounting Related Services

• Monthly review of income and payment of bills
• Monthly bank account reconciliation
• Monthly budget development of income and expenditures
• Forensic accounting and recovery of assets

Benefit Applications and Management

• DSHS, SS, VA, Federal Pension Program, medical, life insurance programs etc.

Legal Support

• Work with an attorney reporting and/or petitioning to the Superior Court on guardianship and/or trust matters
• Referral of attorney to write Durable Power of Attorney agreements as requested

Other Services

• Investigate and recover previously lost or unknown assets or benefits