JIM M BENEDEK | inTRUST
can serve as
YOUR INDEPENDENT PROFESSIONAL INDIVIDUAL FIDUCIARY
in a number of possible capacities
Trustee or co-trustee of your personal trust, either now or to serve at a future time, with responsibility to carry out the provisions of your trust, to protect and oversee the investment of the trust assets, make mandated and discretionary distributions as defined by the trust document, and report to you and your beneficiaries regularly. This can be under the terms of any kind of personal trust: revocable, irrevocable, charitable, special needs, asset protection and testamentary.
Your Agent under a Durable General Power of Attorney, with the authority to carry out specified responsibilities that your Power of Attorney document gives him
Your Guardian, to care for you in the event no one else can provide for your care. This is a court appointed position and actions are typically subject to court approval.
Your Health Care Surrogate/Agent under a Health Care Directive and Living Will, making vital decisions regarding your health care when there is no trusted family member or other advisor to be given such responsibility