Fiduciary Services

Our firm provides private and court-appointed trust and estate administration services. Our firm will serve as conservator of a person or trustee for a trust. We work with adult and minor clients of varying abilities who require reasonable, reliable, and trustworthy management of assets. We provide our clients with asset management, property management, and bill paying services. Different trusts require different administration and we understand that. We are available to serve, for example, as trustee for special needs trusts, irrevocable trusts, and family property trusts. We also may serve in limited capacities to meet specific objectives.

Petroglyph National Monument is located on the volcanic escarpment west of Albuquerque. It contains over 20,000 petroglyphs carved by American Indians and Spanish Settlers 400-700 years ago

Why Choose Us

We use personal and flexible approaches to meet the unique needs of each client. Protecting and conserving our clients’ assets and preserving and our enhancing our clients’ quality of life are our top priorities. We are here to serve our clients and support them through the different paths of their lives. Our services are provided on an hourly fee basis rather than based on the value of the assets being managed. We do not require a minimum asset value.