FOR BETTY TO HELP
ORGANIZE HER FINANCES
At 73, “Betty” was at a point in life where getting her personal financial situation organized was daunting. It wasn’t that she didn’t have any resources, it was just hard to get them corralled in a good way. So much paperwork! Profiducia helped Betty by streamlining the paperwork, simplifying the flow, and taking care of the deadlines and details. Peace of mind for Betty!
THE WRIGHT FAMILY ASSETS
With homes in Seattle and the San Juan Islands, 6 cars, 3 boats, and a very busy travel schedule, the Wrights need a discrete team of professional fiduciaries today to keep track of their details, anticipate their needs, and be ready when needed.
PEACE OF MIND FOR
THE ESTATE OF WILLIAM JONES
At 93, Mr. William Jones passed away in his home in Tacoma and a Last Will & Testament has not been found. His one remaining family member lives in Connecticut and is unable to travel. Profiducia is appointed as the administrator of the estate of William Jones and manages the project of closing his estate.
PEACE OF MIND
FOR MR. & MRS. SANDERS
Larry and Trish Sanders are updating their estate plans with their attorney, and they want to avoid burdening one of their three children with the job of being their “executor.” By engaging Profiducia as their future fiduciary the Sanders enjoy peace of mind knowing a neutral, experienced team is prepared to carry out their wishes.
DON & SHARON
DURING THEIR DIVORCE
After 30 years, Don and his wife were ending their marriage and they needed a neutral party to gather documents, keep bills paid, and deal with administrative details in a discreet and professional manner as they structured their plans to go forward in life.