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.