Fundamentals Fiduciary Group L.L.C.
Guardianship
As Guardian, we're here to ensure the individual has access to all necessary care and medications as recommended by their physician. We'll make sure room and board are provided for them in a secure environment – enabling them to live out life with quality of mind, body and spirit.
Conservatorship
As Conservator, it's our entrusted responsibility to safeguard and manage the client’s estate. From making sure all property is taken care of securely and efficiently, investing in residual funds substantially so as to maximize returns on investments year-on-year while filing up necessary tax forms through a qualified agent.
Estate Management
As an estate manager, we ensure that the wishes of a loved one are honored after they've passed away. We have a legal obligation to act in the best interest of their beneficiaries and carefully manage assets according to state laws or wills. From collecting belongings to paying debts and taxes, our team stands by as guardians of inheritance.
Power of Attorney
Our Power of Attorney service is set up to help you through any unexpected medical or financial difficulties. If something were to happen that rendered the principal unable, we are here ready and able so step in and work on their behalf without needing a lengthy court process.