FIDUCIARY AND ESTATE SERVICES
Carol has a strong emphasis in estate management, and eldercare management and consulting. As an outgrowth of her personal caregiving experience, she is sensitive to concerns and challenges of those in the later years of life. She effectively assists individuals and families in organizing and managing their financial and estate affairs, anticipating for and coordinating with other professionals to see that the needs of each individual are being adequately met.
Executor Services: As an independent executor for an estate, Carol acts as a liaison for the family and heirs to ensure that the wishes of the decedent are fully met.
Eldercare Management and Consulting: As the consultant for a family or individual or acting as the financial manager for an elderly individual, Carol effectively coordinates, organizes, and manages the financial affairs of those in their later years of life. Carol coordinates with other professionals to provide a team to ensure that the needs of the client are met, and that they are able to maintain the highest quality of life possible taking in consideration their individual circumstances.
Trustee Services: As the independent trustee for a trust, Carol coordinates with other professionals to assist in managing assets and providing advice in an effort to provide the most benefit to the beneficiaries.