Services

 Services Offered

Guardianship of Person and/or Estate: We provide (by court authority) medical. personal and/or financial decision making on behalf of an incapacitated individual.

Trusteeship/Special Needs Trusts: We provide management of funds or property held by one person (the Trustee) for the benefit of another (the Beneficiary). A Special Needs Trust allows the beneficiary to maintain eligibility for public support and receive other federal or state benefits.

Representative/Protective Payeeship: We accept delegation by the Social Security Administration, DSHS, Veterans Administration or other government agency to receive the income of a person under guardianship.

Standby Services: We offer to act as standby guardian, powers of attorney or make similar arrangements with competent adults (or family members of a vulnerable adult) in which we are named for future planning purposes. This requires we maintain some records about the person.

  Fee Statement

Professional guardianship services are billed at $90 per hour. Basic financial services at $60 per hour and travel at $50 per hour. A detailed monthly billing statement including itemized charges billed to the 1/10th of an hour is provided to the legal or financially responsible party for payment.

For testamentary trusts or other unfunded trusts, standby guardianship, backup powers of attorney and similar arrangements in which we are named for future planning purposes, we request an initial fee of $300.

  Our Service Area
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Headquartered in Olympia, WA, our agency provides services throughout much of western Washington. Our current service area includes the counties of:

Grays Harbor
King
Kitsap
Lewis
Mason
Pierce
Thurston

Referrals from adjacent counties are considered on a case-by-case basis.
Please contact us for more information.