What We Do
Our Services
We provide professional fiduciary services across Minnesota — each one designed to protect your loved one's dignity, finances, and wellbeing.
Guardianship
Personal decision-making for those who can no longer decide for themselves
When a person can no longer make safe decisions about their own care due to age, illness, or disability, a court may appoint a guardian to act on their behalf.
A guardian makes decisions about where a person lives, what medical care they receive, and how their daily needs are met — always with the person's best interests as the guiding principle.
Guardianship is established through the court system. We work with families, attorneys, and courts throughout Minnesota to ensure the process is handled with care and transparency.
We take our responsibility seriously — visiting clients regularly, coordinating with healthcare providers, and reporting to the court as required by Minnesota law.
Who needs this service?
Guardianship may be appropriate for an elderly parent with dementia, an adult child with a developmental disability, or anyone who has lost the capacity to make safe personal decisions.
Conservatorship
Financial protection for those who can no longer manage their own affairs
A conservator manages the financial affairs of a person who is unable to do so themselves — protecting their assets and ensuring their bills are paid.
We handle all aspects of financial management: paying bills, managing bank accounts, investing assets prudently, filing taxes, and maintaining detailed records for court review.
Conservatorship is court-supervised. We file regular accountings with the court to ensure full transparency and accountability for every financial decision.
We also protect clients from financial exploitation — a growing concern for vulnerable adults. Our oversight provides a critical layer of protection.
Who needs this service?
Conservatorship is often needed when an aging parent can no longer manage their finances safely, or when a person with a disability needs ongoing financial oversight and protection.
Power of Attorney
Legal authority to act on someone's behalf — before a crisis occurs
A power of attorney is one of the most important legal documents a person can have. It designates someone to make decisions on their behalf if they become unable to do so.
Unlike guardianship or conservatorship, a power of attorney is established voluntarily — before a crisis. It is a proactive step that can prevent the need for court intervention later.
We help families understand the different types of power of attorney — financial, healthcare, and durable — and how each one works in practice.
When we serve as an agent under a power of attorney, we act strictly within the authority granted and always in the principal's best interest.
Who needs this service?
Anyone who wants to plan ahead for the possibility of incapacity should consider a power of attorney. It is especially important for older adults and those with serious health conditions.
Representative Payee
Managing federal benefits for those who need a trusted steward
The Social Security Administration may require a representative payee for beneficiaries who are unable to manage their own benefits.
As a representative payee, we receive Social Security, SSI, or other federal benefit payments on behalf of the beneficiary and use those funds for their care, housing, food, and other needs.
We maintain detailed records of all income and expenditures and file annual reports with the Social Security Administration as required.
We coordinate closely with care providers, family members, and case managers to ensure the beneficiary's needs are fully met.
Who needs this service?
Representative payee services are needed when a Social Security or SSI recipient is unable to manage their own benefit payments due to a mental or physical condition.
Personal Representative of Estates
Guiding families through the estate administration process
When someone passes away, a personal representative (also called an executor) is responsible for administering their estate — gathering assets, paying debts, and distributing property.
We manage the full estate administration process: identifying and gathering assets, notifying creditors, paying valid debts and taxes, and distributing the remaining estate to heirs.
We work closely with the estate's attorney and accountant to ensure the process is handled correctly and in compliance with Minnesota probate law.
We communicate clearly with family members throughout the process, providing regular updates and answering questions with patience and transparency.
Who needs this service?
A professional personal representative is often the right choice when there is no family member available or willing to serve, when the estate is complex, or when family dynamics make a neutral third party beneficial.
Not sure which service you need?
We are happy to talk through your situation and help you understand what options are available — with no pressure and no obligation.