A customer is the most important visitor on our premises. They are not dependent on us. We are dependent on them. They are not an interruption on our work. They are the purpose of it. They are not an outsider on our business. They are part of it. We are not doing them a favor by serving them.
Trusteeship / Management
For smaller trusts which banks economically manage, or where individuals want a more personal kind of trust management.
Fee-based consultation regarding alternatives to guardianship or conservator
Guardian ad Litem appointments outside Kent County.
Monthly check writing / bill paying
Typically done for elderly or disabled individuals who simply need assistance managing their finances.
Consultation / Investigation / Testimony
In any of these related areas; for example, suspicion of fraud or undue influence.
Financial Consultation / Assessment
Review of overall financial situation and recommendations for appropriate benefits and/or services.
Patient advocacy is a concept that in its simplest terms, regards any activity which ultimately benefits a patient.
Elder Care Consultation
Elder care consultations designed to help you, or your elderly loved one connect with elder care services and support.