[WSBAPT] Fiduciary Referral

[Erin Fairley]

Ohana or WE Trust Company.

Sent from my iPhone

On Jan 22, 2020, at 2:49 PM, Brent Williams-Ruth <brent at williams-ruthlaw.com> wrote:


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<mailto: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>

***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200123/7ed44fa4/attachment.html>