Duties and Responsibilities Include:
- Meeting any of your immediate care needs
- Meeting with your family
- Safeguarding and overseeing the management of your assets
- Maintaining a budget
- Managing your taxes
- Regular and ongoing record keeping
- Oversight of your investments and investment manager
- Managing your expenditures
- Honouring the terms of your Will
- Many other duties as required by your unique personal circumstances
We always make sure to work very closely with your chosen Attorney for Personal Care to make the best possible arrangements.