As your qualified independent trustee, I take great pride in providing your beneficiary(s) with personalized service. I am dedicated to ensuring that they understand what they need to regarding regarding distributions, taxes and accounting. I sometimes provide basic financial advice and money management. I truly become like an advocate for them.

Sometimes, conflict resolution is required. This might happen with blended families and varying levels of benefit where I may need to provide that neutral voice to help resolve disagreements or concerns. I can serve as that buffer between parties and help create positive outcomes from what might otherwise be a challenging situation.