Life is complicated enough. Your estate plan shouldn’t be.
A key goal of our work is to help individuals create a personal comprehensive plan tailored to their particular financial, legal, health care, and legacy needs and goals. Our plans address the many pitfalls and uncertainties of aging. We simplify complex processes for our clients through clear expectations and comprehensive strategies.
Our Promise Legacy Blueprint is designed to help you proactively manage your legal, financial, and health care logistics. While you may possess excellent estate planning documents, a comprehensive plan for life’s future challenges and transitions is essential. We offer a complimentary Promise Legacy Blueprint plan to provide you with adaptable plans that endure.
Fiduciary Appointments
Personal Representative/ Executor
Named in your will.
As a named Personal Representative, we are legally responsible to manage a deceased person’s estate to distribute his or her assets according to their Last Will & Testament. We manage unfinished and ongoing affairs, by closing bank and financial accounts, selling real estate, businesses and other assets, and paying debts and taxes. We protect and maintain all tangible personal property and belongings to prepare for their distribution to heirs or beneficiaries.
Trustee & Successor Trustee
Named in your trust.
As a Trustee, we are responsible for carrying out the purposes of the trust which are described within the trust document. We manage the assets held by the trust and assume fiduciary responsibility for managing those assets. We make tax filings for the trust and distribute the assets according to the terms of the trust. A Successor Trustee is a person who takes on the Trustee role when the Trustee no longer serves, usually when the grantor loses capacity or passes away. We serve as trustee or successor for revocable living trusts, irrevocable trusts, life insurance trusts, charitable and special needs trusts.
Designation of Healthcare Surrogate
Named in your advanced healthcare directive.
An Advance Healthcare Directive allows you to make your wishes known, including naming who will make healthcare decisions for you. As a healthcare agent, we gain access to information and communicate with care providers in a professional capacity. We advocate for you according to your wishes, gathering the facts to support your decision-making ahead of time. Taking the time to help you define your end-of-life care preferences helps us gain a clear understanding of the things that matter most to you.
Attorney-in-Fact
Named in your durable power of attorney.
A Durable Power of Attorney is a legal document that describes the authority assigned. The person creating the document, the principal, assigns an attorney-in-fact to act and make decisions on their behalf. A Durable Power of Attorney typically stays in effect when you lose capacity, and the agent can serve immediately, if necessary. An attorney-in-fact, has the legal authority to manage a person’s financial affairs pursuant to the instructions and guidelines written in their Power of Attorney document. This authority is over non-trust assets and ends on the passing of the principal.
Promise Fiduciary is the cornerstone of my worry-free journey through life’s unpredictable moments. They empower my choices, reduce stress and allow me to live confidently, knowing I have unwavering support, encouragement, and advocacy.
– Molly S., Client
Philanthropy Services
Establishing Your Enduring Legacy
We help you in maximize your charitable impact.
Promise Fiduciary is your strategic philanthropy partner to assist you research, design, and implement the best philanthropic solutions for your goals and priorities, including donor-advised funds, charitable trusts, and private foundations.
From managing a start-up to directing ongoing operation activities over the short and long-term, charitable counsel is integrated with your estate, wealth and tax planning.
Promise Fiduciary can manage the administrative functions of your philanthropic funds, serving as an advisor, trustee, or foundation director to ensure your philanthropic vision is achieved, both during your lifetime and beyond.
Promise Care™ Daily Money Manager
& Health Care Advocate
Our Daily Money Manager program assists you with bill paying, bank reconciliations, insurance matters, cash flow management, tax document preparation for your CPA, preventing delinquencies and ensuring your assets are secure.
As your Health Care Surrogate we advocate for you in the hospital, skilled nursing facilities, memory care and assisted living, medical appointments, when interacting with Medicare and your supplemental or long-term care insurance providers.
We ensure you receive optimal medical and healthcare support and services throughout all of life’s transitions.
Professional
Guardianship Services
When an individual is no longer able to manage their affairs safely and independently, the court may appoint a guardian. As a Licensed Professional Guardian, we serve in two key capacities:
Guardian of the Person: We coordinate medical and personal care, help determine the most appropriate residential setting, and ensure the individual’s well-being is prioritized at all times. We submit annual care plans and physician reports to the court to demonstrate ongoing oversight and support.
Guardian of the Property: We manage and protect the financial assets of individuals under our care. This includes inventorying assets, paying bills, managing investments prudently, and filing annual reports with the court. All financial decisions are made in the individual’s best interest and in accordance with court guidelines.
DISCOVER THE PROMISE FIDUCIARY DIFFERENCE.
Smart estate planning should never perplex, puzzle, or confound. We welcome the opportunity to speak with you about your specific estate planning, philanthropic, and legacy goals and concerns and to learn how Promise Fiduciary can support your success today and in the future.
Information on this website is not intended to provide legal, tax, or financial advice. Please discuss your specific situation with your legal or professional advisors.