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WELCOME TO ETHOS POINTE

Providing Personalized, Trustworthy, Fiduciary Services

WHAT WE DO

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Assuming legal positions of trust as executor, personal representative, trustee, administrator, power of attorney, and health care agent, we manage your affairs with meticulous care. We are dedicated to helping clients with their day to day estate management in accordance with the terms of the trust, will, court order, settlement agreement, and fiduciary standards of practice.

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Steadfast in our commitment to core values—integrity, kindness, generosity—we foster meaningful connections with individuals and families who share these principles.

Choose Ethos Pointe for a partner committed to navigating life's transitions with grace, trust, and unwavering dedication to your well-being.

At Ethos Pointe, we transcend traditional fiduciary services, as a beacon of
security and strength during challenging life transitions. ​

TRUSTEE

Management of trust assets as the named trustee for the benefit of the beneficiaries

PROBATE ADMINISTRATION

As Administrator, Personal Representative or Executor for Wills

CONSERVATOR OR GUARDIAN

Manage the financial affairs of a minor or incapacitated person

TRUST PROTECTOR

Ongoing oversight of the trustee's trust management or the beneficiary's actions

POWER OF ATTORNEY

Manage non-trust assets or income as agent or
attorney in fact

REPRESENTATIVE PAYEE

Appointed by Social Security to manage benefit payments

CONTACT  ETHOS  POINTE

Your Trusted Partner in Fiduciary Excellence

Ethos Pointe Fiduciary Services

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