We are a professional fiduciary and care management firm. We serve as trustee, agent under power of attorney, executor, health care agent, executor and guardian. We work across three areas: money management, legal navigation, and care coordination. Individuals can engage us for all three areas, just one, or a combination that suits your specific needs.
No. We have two attorneys on staff, Victoria Lloyd (Founder and Principal) and Micaela Tucker (General Counsel) but Athena is not a law practice. Our legal expertise supports our work in court supervised matters. When a matter calls for the services of an attorney, we tell you, and work alongside the one you choose.
We are based in White River Junction, Vermont, and serve clients across Vermont, New Hampshire, Massachusetts, and New York.
Depending on the scope of our engagement, your team may include a Principal, an Account Specialist who manages day-to-day financial matters, and a Care Coordinator who oversees medical appointments, care planning, and quality-of-life needs. For matters under court supervision, our Legal Navigation Team manages court deadlines, required forms, and reporting.
It depends on the role we hold, but our work falls into three areas.
Money Management: Paying bills, managing income and benefits, marshalling and reviewing assets, reconciling accounts, coordinating with financial institutions, and preparing the financial record that courts and beneficiaries rely on, and tax work of different kinds. We also manage property (both personal and real), partnering with vetted and professional organizations if there is something that can’t be handled in house.
Legal Navigation: Court filings, inventories, annual accountings, motions, and appeals, plus we coordinate with your attorney and interested parties.
Care Coordination: Scheduling and attending medical appointments; coordinating care during emergencies; managing personal care needs and supplies; collaborating with clinicians and direct caregivers on care planning; arranging specialty care; supporting family visits; and handling the everyday logistics that support quality of life.
We serve as trustees; agents under financial or healthcare powers of attorney; executors or administrators of estates; and court-appointed guardians of the person, finances, or both. We also provide limited consulting services to families seeking guidance without appointing us to a formal role.
Yes. Some clients engage us for a single role while retaining responsibility for the others. For example, a family may continue making healthcare decisions while asking us to manage financial matters. Clearly defining each role often eases the administrative burden, allowing family members to focus on being present for their loved one.
No. We do not provide in-home aides, nursing, or personal care services. Instead, we coordinate and oversee the agencies that provide those services and hold them to high standards of care.
These are the two main groups:
Usually, for one of four reasons: no one is available; someone is available, but distance or family dynamics make the arrangement impractical; the matter involves assets, litigation, benefits, multistate property, or other complexities beyond what a family member can reasonably manage; or family members want to remain family rather than become the person responsible for saying no to requests involving money, medications, or care.
No. Naming a professional is an intentional decision made in advance by people who want the years ahead thoughtfully planned and protected, rather than financially vulnerable.
Yes, and we want them to. Family ties, where they are positive, are central to a person’s well-being, and we work to support them. In guardianship matters, we share filings with interested parties, ask for consent to accountings, and reach out in emergencies according to the preferences you give us.
With a conversation. Call us at 802.765.2004. We will ask what is happening, what has already been tried, and what role you need us to fill. If we are the right fit, we will explain how we can help and what our services will cost. If we are not, we will be honest about that and, whenever possible, point you toward other resources.
It depends on the role. For a trust, power of attorney, or estate appointment, you name us in the appropriate legal document, typically with the assistance of your attorney. For a guardianship, the court appoints us, usually following a petition filed by a family member, attorney, healthcare organization, or the Office of Public Guardian.
Non-court roles can begin quickly once the engagement is signed, scope of work, and fee schedule is agreed upon. Court-appointed roles move on the court’s calendar, and that timeline is not ours to set. In either case, we begin gathering information immediately.
No. We decline matters where we are not the right fit, where the scope is outside our expertise, or where we cannot serve the person well. We would rather say that at the outset than partway in.
Yes, for roles you control like a trust, an agent, a consulting arrangement. Ending engagement is a last resort and we will do everything to try to help you and work through it. That said, if it isn’t a good fit for whatever reason, we might resign. Court-appointed roles end when the court says they do, and we cannot simply resign; we can petition, but ultimately court decides.
That depends entirely on the role and complexity of the matter. We work as efficiently as possible, but we cannot predict the total cost in advance.
Monthly .
Itemized time entries with the date, the person, the time spent, and a description of the work.
Call us. We will walk you through any line item. If something is wrong, we correct it and will reissue the invoice.
Refer to our late policy.
Client information is held in secure, closed loop systems with controlled access. We utilize multi-factor authentication, automatic reoccurring password change reminders, auto password generators for secure logins, and much more. We are always upgrading our cybersecurity and dedicated employees and partners to evaluate our systems.
Call 802.765.2004. If a client is having a medical emergency, call 911.
Phone: 802.765.2004
Fax: 802.419.4843
Address: 160 Palmer Court, Suite A3, White River Junction, Vermont 05001
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