Providing Professional Fiduciary Support Services
Let us help you navigate probate matters!
About Us
Comprehensive Support Services
Comprehensive Support Services
Comprehensive Support Services
We Have the Confidence and
Expertise to guide your unique matter. Providing professional assistance and guiding your fiduciary duties.
Heather Goodnow
Heather has been a caregiver for over 20 years. Heather has served as a Probate Clerk in multiple towns for over 6 years. She has 4 years of experience as a fiduciary and will serve you with dignity and respect.
MaryKelly Beaudoin
Office Assistant, Scheduler,
and Organizer of the office. MaryKelly keeps us all on track.
Aurora Thompson
Aurora is a skilled financial paralegal who is adept with accounting other financial needs. She has attention to detail and allows us to operate with confidence.
Cost or services are based on a fixed affordable hourly rate. Documented administrative expenses, if any, would be an additional expense.
· Assistance with Personal and/or financial Matters. Offering impartial guidance for your needs.
· Contract Conservators for the State of Connecticut.
Fiduciary Support
Comprehensive Support Services
Comprehensive Support Services
The services provided by Shoreline Fiduciary Support Services include, but may not be limited to:
· Assisting in the review and organization of pertinent data and identifying other factors that could impact upon defined duties and responsibilities of the fiduciary.
· Developing a systematic approach to mapping out and prioritizing the procedural task to be completed by the fiduciary.
· General assistance in the completion and filling of appropriate applications with the Probate Court.
· Upon the request and direction of the fiduciary, providing periodic inspection and/or management of real property. In addition, Shoreline Fiduciary Support Services can identify and co-ordinate various services with local vendors if needed. This service is of particular benefit and savings to out-of-state fiduciaries.
· In the circumstance where there is no one readily available to serve as fiduciary, Shoreline Fiduciary Support Services is prepared to assume this responsibility.
Typical fiduciary Roles include:
· Executor or administrator of a decedent’s estate
· Power of Attorney
· Designated Health Care Representative
· Voluntary or involuntary Conservator of a person and/or Estate
· Guardian of Person and/or Estate
· Trustee
Caring Conservators
Comprehensive Support Services
Caring Conservators
With years of experience as caregivers , We take the physical and mental health of our clients very seriously. Assisting with finding the right services for our clients.
With backgrounds in Probate we know how to navigate the court system to ensure that everything is done right.
As Conservators of estate we manage funds and provide security for our clients funds.
We are insured and bonded to ensure the safety of our clients personal and financial well being.
As conservator of Person and/or Estate we provided comprehensive services to support and guide individuals.
Conservator of Person:
We will coordinate care services to help our clients with physical, mental health needs, and addiction services.
Conservator of Estate:
We will help to apply for assistance from state and Federal government's. We will insure that incoming money is dealt with appropriately. We provide assistance in paying bills and/or will pay bills for the individual. We can fill for Title 19 if needed. We will retain a Bond if requested.
Our goal is to ensure the safety of our clients while working with them in finding what there wishes are.
We serve as contract conservators for the Probate court region’s of Old Saybrook, Madison-Guilford, Region 14, and Middletown.
Contact Us
Help us help you!
Let us know the details on your probate matter. We'll let you know if it's something we can help with. We look forward to hearing from you!
Shoreline Fiduciary Support Services, LLC
49 Sherwood Terrace
Suite 1A
Old Saybrook, CT 06475
Heather: 860-304-5272
Fax: 860-388-1372
Shoreline fiduciary Support Services, LLC
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