We work with you to administer your trust in accordance with your wishes and protect your assets. We can also serve in court-appointed roles when a neutral trustee is needed. In either case, we work with all beneficiaries to ensure that communication and asset management are in sync. Additionally, we charge for our time and don’t assess fees based on the value of the trust.

Athena Advocacy is experienced in managing property, whether it is real estate upkeep or ensuring the best possible sale price. We can work to preserve and maintain the assets to the greatest extent possible.

In trust matters before the probate court, we are experienced at working with the court to meet all oversight requirements and communicate regularly with the court and interested parties.

We are experienced in serving under Special or Supplemental Needs Trusts to provide for beneficiaries with complex needs. Through a Supplemental Needs Trust, we work to assist the beneficiary with bill pay and other daily money management services, working to foster independence and a high quality of life while preserving entitlements.