Contact 423-432-7514
Estate Administration &
Agent Services
We believe every one of our clients are unique. Our SAMARITAN program is designed to accommodate those unique situations to help families, caregivers and seniors navigate difficult roles and challenging situations.
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We step in when you are unable. We step in when you are unsure. It is our hope that you will find trust in us to deliver on your wishes effectively.
WHAT WE PROVIDE TO YOU.
Executor
Professional appointed via your WILL to help carry out your wishes directed by your will document.
Trustee
Professional appointed via your TRUST to help carry out your wishes directed by the trust document.
Guardianship
Court appointed professional to help and oversee the needs and wellbeing of a person (Typically for persons 18 and younger).
Conservatorship
Court appointed professional to help oversee the financial position and transactions of a person.
Power of Attorney for Healthcare
Person appointed to help guide and implement your medical wishes.
Power of Attorney for Financial
Person appointed to help make financial decisions and act on your behalf.
Administration Services
Administration simply means to execute the guidelines and/or directives of the Will or Trust.
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Tasks may include, but are not limited to:
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Estate Inventory
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Estate Discovery Services
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Manage taxes
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Assess Real Property
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List and Sell Real Property
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Obtain Death Certificates
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Obtain Will and Financial Records
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Cancel Credit Cards
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Secure Safe Deposit Box
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Liquidate Estate
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​Contact Social Security
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Contact Pension Services
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Assess VA Benefits
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Estate Distribution
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Manage Estate Requirements
Agent Representation
Agent Representative is someone that has the legal capacity to step in and make medical or financial decisions when someone is unable to.
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Tasks include, but are not limited to:
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Care Decisions
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Pay Bills
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Manage taxes
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Plan ahead for care
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Assist with financial investments
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Obtain Death Certificates
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Obtain Will and Financial Records
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Cancel Credit Cards
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Secure Safe Deposit Box
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Liquidate Assets as Needed
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​Contact Social Security
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Contact Pension Services
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Assess VA Benefits
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Sign Service Provider Paperwork
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Make Decisions as Needed
