As a personal representative, I am experienced in estate administration, fulfilling the decedent's wishes, and tackling complex estate issues. My goal is to manage the estate and bring administration to a timely close through strong organizational skills and efficient management of the disposition to heirs. I take the time to meet potential clients as a named fiduciary in estate planning documents, to understand their wishes as memorialized in their estate plan. There is no charge for being a named fiduciary in an estate plan until services are needed.
Pearson Fiduciary Services LLC manages all aspects of a client's financial affairs when a client is no longer able to do so. I maximize a client's quality of life, allowing a client to make lifestyle decisions, within their capacity while preserving assets for their needs and care. I am experienced in navigating VA benefits, Social Security benefits, managing spend-down strategies for Medicaid, and resolving complex issues. I believe in open and transparent communication at each phase of conservatorship with my client, interested family members, and other involved professionals while maintaining the client's privacy and dignity.
I structure a personal hands-on approach with the client to create confidence and trust in this agency relationship. Together, we structure the level of interaction needed from an agent while a principal navigates their own financial decisions to the best of their ability. Bill pay assistance and money management services are provided as requested.
I will accept trustee appointments. There is no charge to the client until services are actually provided. Fees for trustee services are billed on an hourly basis, and not as a percentage of the estate. In some instances a retainer my be requested.
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