Personal Administrators

Each client's unique needs are acknowledged and handled with careful customized services. Our range of capabilities has been tested over the years, and we are proud to show expertise in handling specific challenges such as those associated with estate planning, trust monitoring, insurance issues, estate inventories, and minute books - to name just a few.

Areas of expertise

  • Personal Affairs
  • Joint Ventures/Partnerships
  • Oil and Gas Management
  • Insurance Claims
  • Trust/Estate Management
  • Banking
  • Family Business
  • Real Estate
  • General Corporate Activities

Services

Record Keeping

  • Accounting Purposes
  • Tax Purposes
  • Legal Purposes
  • Division of Income/Assets

Banking Assistance

  • Reconciliation of Bank Statements
  • Payment of Bills
  • Monthly Cash Flows and Budgets