Our Services

  • Guardianship

    We are certified and trained to act as court appointed guardians for Oregonians in need of protection due to thier medical or mental health. Our goal is to provide whatever assistance is necessary while maintaining the least restrictive environment and best quality lifestyle possible.

  • Conservatorship

    We are certified and trained to act as court appointed conservators to Oregonians in need of financial protection for any reason. We are uniquely qualified to assist with asset protection, asset discovery/recovery, and to resolve instances of financial abuse.

  • Personal Representative

    As court appointed personal representative of a decedent’s estate, we will take immediate control of and safeguard the decedent's property until such time as all the assets in the estate are legally and properly distributed. Let us help you take the stress and family strain out of your or a loved one’s estate plan.

  • Power of Attorney & Healthcare Representative

    When named as your agent under a power of attorney and/or healthcare representative, we are available to provide financial and legal support, or medical decision-making, advocacy, and healthcare coordination services, at the time of appointment or as a safeguard in your estate planning, ready to act if and when assistance becomes necessary or desired.

  • Trustee

    As trustees, our goal is to honor the trust creator's intentions while providing beneficiaries with knowledgeable stewardship and compassionate service. We provide seamless management of Living Trusts during incapacity and after death, long-term stewardship of Testamentary Trusts for beneficiaries of all ages, and specialized administration of Special Needs Trusts that preserves government benefit eligibility while enhancing quality of life.

  • Case Management

    Let us help you manage healthcare, transportation, finances and service coordination for your loved one. Sometimes the face of change is easier to meet if it does not belong to a family member or loved one. Our case management services can allow you to maintain positive relationships by placing the blame for change on us. Having trouble finding appropriate services or service providers? We can help.