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Our Services
Trust Services
We help you provide for your family members through a Trust, so government benefits remain intact, assets protected and ensure spending is under control. We will also stand-in as Successor Trustee, and as a professional trust administrator, when a Trust has already been prepared or established.
Guardianship
Conservator of the Person
We protect the personal interest of your family members who are aging or have special needs including oversight of their caregivers, medical providers, and those handling their financial responsibilities.
*This service is available on a temporary or long-term basis.
Care Management
and Planning
We design and develop personalized care plans for you or your family members, including the planning, coordinating, and supervision of care services and financial responsibilities. Plan options include wellness checks, oversight of caregivers and social workers, public benefits enrollment, household budgeting and bill paying.
Trust Administration
We help you provide for your family members through a Trust, so government benefit eligibility remains intact. Assets are protected and spending is monitored through our professional trust administration. We can also, stand-in as Successor Trustee when a trust has already been established.
Guardianship
Conservator of the Person
We protect the personal interest of your family members who are aging or have special needs including oversight of their caregivers, medical providers, and those handling their financial responsibilities.
This service is available on a temporary or long-term basis.
Care Management
and Planning
We design and develop personalized care plans for you or your family members, including the planning, coordinating, and supervision of care services and financial responsibilities. Plan options include wellness checks, oversight of caregivers and social workers, public benefits enrollment, household budgeting and bill pay.
Successor Trustee
As Successor Trustee, we administer funds according to the original trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy based on the trust balance, beneficiary age, and life expectancy. Selecting us to serve as successor trustee ensures long-term support for beneficiaries while protecting funds from wasteful spending.
Schedule a FREE 90-min consultation today.
Learn more about our service and get updates from Good Shepherd Fund
Learn more about our service and get updates from Good Shepherd Fund
Schedule a FREE 90-min consultation today.
Learn more about our service and get updates from Good Shepherd Fund