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WELCOME TO ETHOS POINTE

Providing Personalized, Trustworthy, Fiduciary Services

WHAT WE DO

At Ethos Pointe, we provide personalized and comprehensive estate management services. Assuming legal positions of trust as executor, personal representative, trustee, administrator, power of attorney, conservator, and health care agent, we manage your affairs with meticulous care. 

Our goal is to protect and enhance your legacy, offering peace of mind through every step of the process.

Rooted in our core values of integrity, kindness, and generosity, we build meaningful relationships with clients who share these principles.

 

We are dedicated to guiding you through life's transitions with grace and trust, always prioritizing your well-being. Choose Ethos Pointe as your dedicated partner, committed to managing your estate with unwavering dedication and compassion.

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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