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- Professional Executor
- Professional Trustee
- Professional Power of Attorney
- Professional Committee
- Agent for Executor, Attorney, Trustee or Committee
- Tax, estate, business succession and philanthropic planning.
- Document management and record keeping services.
- Expense management, bill paying and bookkeeping services.
- Family member financial, legal and business education.
- Family dispute prevention, resolution and governance assistance
- Hold funds and/or property in trust for third parties while a transaction is finalized or a disagreement is resolved