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Helping seniors stay safe, healthy and independent 

 

Fiduciary

A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and administer assets. 

  • Trustee of a Trust
  • Court appointed personal financial representative
  • Agent under Power of Attorney
  • Decedent Estate Administration

As a fiduciary we have an obligation to act in the best interest of our clients.  This requires expertise, impartiality, and confidentiality.  We place high value in our commitment, strict code of ethics, proficiencies, and professionalism.

 

KJM Guardianship Provides Fiduciary Services in Vermont
 

"Kathi and her team go the extra mile when meeting with residents, families and our care team. They always personalize their services putting the residents wishes as a top priority.  They are genuine and consistent in their delivery.  Kathi‚Äôs heart and compassion towards her clients is always at the forefront. Kathi and her team provide a service you can trust."

Allyson Sweeney, Executive Director -The Residence at Shelburne Bay 

 

 Office: 802-448-3735

 Fax: 802-800-1921