Resource Management is available to provide Trust Related Services. Banks have cut back in this area and we have found many need this valuable assistance service. We support professionals including judges and attorneys who act as agents or representatives. Resource Management can serve as a Power of Attorney, a Personal Representative, an Executor, a Receiver, a Trustee, an Agent or a Guardian.

We can help manage the many details that exist with these responsibilities. Resource Management will review investments and account for assets. Resource Management will not assume the traditional role of a bank trust department, investment advisor or CPA firm. Resource Management will receive reports from the appropriate investment officer, record the necessary information for tax and accounting purposes, and make sure the investments are being handled in accordance with instructions from the client.