VA FIDUCIARY SERVICES

We serve as appointed fiduciaries for Veterans who have been determined by the Department of Veterans Affairs to require assistance managing their financial affairs. This specialized service ensures Veterans receive their benefits while their finances are managed with care and compliance with federal regulations.

• Financial management and oversight

• Benefit payment processing

• Bill payment and budget monitoring

• Annual accounting to VA

• Coordination with VA Regional Office

• Asset protection and expense tracking

COURT-APPOINTED CONSERVATORSHIPS

We serve as court-appointed conservators for adults whom probate courts have determined require assistance managing their financial affairs. This vital service protects vulnerable individuals while ensuring strict compliance with state court requirements.

• Financial management for incapacitated adults

• Budget development and monitoring

• Bill payment and expense management

• Annual accounting to probate courts

• Coordination with healthcare providers and families

• Asset protection and legal compliance

COMPREHENSIVE FINANCIAL MANAGEMENT

For all beneficiaries under our care, we provide:

• Professional bill payment services

• Budget monitoring and expense tracking

• Asset protection and oversight

• Coordination with healthcare providers

• Communication with family members

• Strict compliance with federal and state regulations

• Annual reporting to appropriate authorities