Christine Blankenship, Editor, Vibrant Senior Options
Fiduciary Services to the Rescue! | Ready for a new part time job in paperwork? For most of us the resounding answer is “No!” Yet, a paperwork job is what it seems we’ve taken on as we age. We have many transitions to deal with in retirement, such as our estate, finances, will, and/or trust. When it is time to sell a home, plan a care management program, or arrange for care at home or at a retirement community, the paperwork can seen especially daunting. Also, the same applies when you are helping a loved one. Imagine the accumulation of stacks of paperwork on the kitchen or coffee table.
Mind Clutter
At the same time, this pile-up leaves just as much clutter in your mind. This all leads to annoying questions: Which paper was I supposed to sign for the Banker? What about the forms fill out for the Lawyer? At the same time, you may be juggling appointments with the doctor or a financial planner. Now, you are asking, where is my calendar? Also consider the mixed files and cluttered desktop. Where did I put that file anyway? This is where fiduciary services can come to the rescue!
What Are Fiduciary Services?
Trying to figure out what the next step is? Instead of hours of research and shuffling papers, contact a professional fiduciary. A fiduciary has superior knowledge and training in legal paperwork. With that, he or she can manage contracts, care management, wills, trusts, guardianship, power of attorney, and more. Also, a Professional Fiduciary can manage your ongoing paperwork needs as well. They assist with Legal Guardianship, Care Management, Wills, Trusts, and Durable Power of Attorney.
Enjoy a cleaner table and a clearer sense of direction!
Learn more about these types of services at Inslee, Maxwell, and Associates in Bellingham, Washington.
Vibrant Senior Options
This article was first published in the Fall-Winter, 2015-16 edition of Vibrant Senior Options Resource Guide.
See our Home Page for our current Resource Guide.
