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Do you maintain vendor EEO compliancy?

In order to be considered for client service work, all vendors must have a posted Equal Employment Opportunity (EEO) policy accepted by the Human Rights Campaign to ensure that our clients are protected. Please understand that it is not enough to simply state that you adhere to Federal, State, and Local laws as it does not provide clear understanding of our clients' diversity and differences. A vendor who actively promotes a broadly worded EEO statement shall make it clear to its employees that they are protected, and by training their staff of diversity, shall ensure that our clients' rights and privacy will be protected.

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Do You Have a Succession Plan?

No one wants to plan for their demise or incapacity, and fiduciaries are not exempt from unexpected medical or life events.  Thus, we have established and documented succession plans to ensure our clients’ needs do not fall through the cracks.  You spent the time to find a fiduciary to administer your estate and the last thing you want is to have to go to court to replace him/her in the event of their death or other event. Since we have automated many client processes, a change in client management will be seamless.

What do you do to protect your clients' information?

In a day and age when retail giants are having their customers' credit card information hacked and used for nefarious purposes, it's important to protect data aggressively.  We maintain our corporate firewall and all backups are encrypted with randomly generated SSL keys when the backup begins.  Before online data can be accessed, our administrator must receive a security key from the provider.  That way, login to our backups have an extra layer of protection. 

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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