Wills and Trusts are important protective tools. However, they don’t take into consideration all the details of your life that someone will have to take care of if you can’t. A Personal & Financial Record is meant to complement your other estate planning measures by providing important information to your family and heirs and insuring that your Trust remains current.

We don’t replace the other professionals in your life rather, our work complements their services. For instance, organizing and maintaining accurate financial records for you will make tax time much easier for both you and your accountant. Keeping track of your family records will insure that your attorney has current information when needed.

Actually we find that people feel more independent because of our assistance. You remain involved as little or as much as you like. We work with you to make sure that the tasks you have trouble handling day to day are taken care of. Many times it allows seniors to live in their home longer because their family knows they are taken care of.

Yes, I am bonded and insured. Also, as a Certified Daily Money Manager I am bound by the Code of Ethics of the American Association of Daily Money Managers. I have a professional, moral, and ethical obligation to provide the highest standard of service to my clients and to protect their right to privacy and confidentiality.