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LifeBridge Fiduciary Services Many people, for differing reasons, are uncertain to whom they should give legal authority to make important decisions in the event of their incapacity or death. Perhaps it is because they do not have a family member who is willing and able to take on the role. It may be because their...
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Trust and Estate Administration Support Services Our Trust and Estate Administration Support service gives assistance to family fiduciaries and their attorneys and accountants with the many tasks associated with administering a trust and settling an estate. We provide services including gathering and organizing personal records of the deceased, handling mail and bill payment on behalf...
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Daily Money Management Services Daily Money Managers provide personal assistance to clients who have difficulty managing their personal financial affairs. Daily Money Managers also provide information regarding community resources available to meet other client needs. LifeBridge Solutions’s daily money management services include: Organizing and maintaining personal records Managing Mail Personal bookkeeping, including bill payment and...
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Life Transition Planning LifeBridge Solutions helps older adults, the families of aging adults, and those who care for them to more easily navigate “the business of life.” We know that life moves along more smoothly when there is a master plan in place. That’s why we feel it is important to create a Life Transition...
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