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About

Scope of Services

Scope of Services

We are a business, with real people, working in a brick-and-mortar building. Certification number is 12638. Located in the Historic Edgewater District, in Salem, Oregon.

Scope of Services

Scope of Services

Scope of Services

Trust Managment. Estate Administration.  Significant asset matters over $1,000,000, which may include assets such as businesses, farms, real estate, or family disputes.   

Onsite Team

Scope of Services

Onsite Team

AV Rated Attorney 35+ years

Paralegal 35+ years

CPA 25+ years

Third-Party Attorney 12+ years

Accounting Assistant 2+ years

Diverse Vendor Contacts

History

Scope of Services

Onsite Team

We formed this company at the request and encouragement of local professionals. Our principal has acted as a professional fiduciary, or represented fiduciaries, for over 30 years.


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