We provide trusted fiduciary services and consulting designed to protect and manage your financial interests with the highest standard of care. Our offerings include estate and trust administration, financial oversight, power of attorney representation, and investment management. Acting with integrity and transparency, we ensure that all decisions are made in your best interest, providing peace of mind and long-term financial security.
Mail forwarded to EEA for sorting, organizing, and filing
Bill management, monitoring, and payment
· Coordinate & facilitate home placement/care providers
- Marshall, preserve, and manage property/assets/investments
- Provide recordkeeping/accounting
- Oversee preparation of tax returns, budgeting, and distribution of income
- Prepare Inventory & Appraisal, report to Court if required
As needed, EEA arranges independent contractors/ experienced care managers to serve as your health POA
Bill management, monitoring, and payment
Bill management, monitoring, and payment
Prices are an estimate and may vary