[WSBAPT] Fiduciary Referral
Brent Williams-Ruth
brent at williams-ruthlaw.com
Wed Jan 22 14:43:57 PST 2020
Greetings Hive Mind of Knowledge and Resources:
Need to find a recommendation to be the fiduciary for a woman who is not
well, still cognizant enough to execute a new POA (as her old POA-Agent is
needing to relinquish her duties).
Here is the basic run down: Principal is 64/65, some mental health issues,
but not to level of needing a guardian. Looking for someone to ensure that
the SS check has arrived, pay monthly bills. The existing Agent is looking
to plan ahead so this person won't be left in a dire situation if they
pass.
Principal is on medicaid so resources are limited. Principal is in a
facility in Auburn.
Appreciate any referrals.
Thank you!
Brent
*Brent Williams-Ruth*
*Attorney-At-Law*
*Law Offices of Brent Williams-Ruth, a division of **BWR Consulting, PLLC*
Office/Scheduling Phone: (425) 830-5134
Direct Mobile: (206) 889-7919
e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.Williams-RuthLaw.com/> / facebook
<http://www.facebook.com/bwrconsults> /
*As of July 1, 2019 - I began operating as the Law Offices of Brent
Williams-Ruth a division of BWR Consulting, PLLC. Please note the new
points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com
<http://www.Williams-RuthLaw.com> *
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