Trustee and Personal Representative Services

Many of our clients lack a trusted family member or friend to whom they can turn to handle their affairs in the event of death or disability.

John has served in a fiduciary capacity for many clients throughout the years, both as trustee and as their personal representative (known as an executor in some jurisdictions).

They have entrusted him with their investments and financial affairs, health care decisions, and other important aspects of their lives.

If you don't know where to turn for help, call John. Perhaps he'll agree to act in such a capacity for you, too.