Julie M. Goddard, Trustee, Guardian, Personal Representative
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Services

Trusts
  • Handle all financial affairs of the Trust.
  • Determine appropriateness of distributions requested by beneficiaries.
  • Pay all trust expenses.
  • Plan budgets based on short-term and long-term (financial and medical) needs of beneficiaries.
  • Monitor investments and work closely with financial advisors.​

In addition to basic Trust duties, the following care management services are also available:
  • Assisting with insurance claims.
  • Recommending and ordering medical equipment.
  • Scheduling medical appointments and monitoring healthcare.
  • Communicating with medical providers and family members.
  • Assisting with placement in nursing home and assisted living facilities. 
  • We also assist with arranging social activities and arrange transportation. 

(c) 2018 Julie M. Goddard. All rights reserved.                                     Privacy Policy
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