Stella’s combined integrity, commitment, efficiency, and trust enable her to provide a variety of services tailored to her clients’ individual needs. The following are just some of the services she offers:
Personal Assistance- Maximize independence and self-reliance
- Trust administration
- Assess needs and develop a care plan
- Review and monitor living arrangements
- Consult with physicians and key healthcare professionals
- Arrange transportation and shopping needs
- Home or hospital visits
- Personal advocate
Financial Management
- Inventory the estate assets
- Personal bill paying and checkbook reconciliation
- Asset management
- Banking and cash flow management
- Property management
- Insurance management
- Annual accountings
- Gather data for tax preparation
Fiduciary Appointments
- Trustee or Successor Trustee
- Executor under a Will
- Administration of a Decedent Estate
- Conservatorship of Person and Estate
- Receiver