Services

“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.”

-Mahatma Gandhi

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

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.