Being a fiduciary requires being bound both legally and ethically to act in another's best interests with a duty to preserve good faith and trust. It is considered to be the standard of the highest care.
"We are dedicated to helping the elderly and vulnerable people of our community manage their lives with independence and dignity."
- Kate Chandler & Paul Dixon - OwnersBeing a fiduciary requires being bound both legally and ethically to act in another's best interests with a duty to preserve good faith and trust. It is considered to be the standard of the highest care.
"We are dedicated to helping the elderly and vulnerable people of our community manage their lives with independence and dignity."
Kate Chandler &Paul Dixon - Owners
Sometimes people just need a little help to continue living independently. We offer a full range of services as less restrictive alternatives to guardianships and conservatorships, which include:
• Bill pay assistance and bank account reconciliation
• Agent acting under a power of attorney for financial or health care decisions
• Assistance with applications for entitlement programs, i.e. Medicaid
• Bill pay assistance and bank account reconciliation
• Agent acting under a power of attorney for financial or health care decisions
• Assistance with applications for entitlement programs, i.e. Medicaid
Sometimes people just need a little help to continue living independently. We offer a full range of services as less restrictive alternatives to guardianships and conservatorships, which include:
• Bill pay assistance and bank account reconciliation
• Agent acting under a power of attorney for financial or health care decisions
• Assistance with applications for entitlement programs, i.e. Medicaid
• Bill pay assistance and bank account reconciliation
• Agent acting under a power of attorney for financial or health care decisions
• Assistance with applications for entitlement programs, i.e. Medicaid
Guardianships and Conservatorships
Learn More
However, when your loved one is unable to make and carry out decisions regarding his or her personal welfare and basic needs, we have the knowledge and experience necessary to care for your loved one in a more formal capacity as:
• Conservator (to manage financial affairs)
• Guardian (to manage decisions regarding health and wellbeing)
• Conservator (to manage financial affairs)
• Guardian (to manage decisions regarding health and wellbeing)
Guardianships and Conservatorships
Learn More
However, when your loved one is unable to make and carry out decisions regarding his or her personal welfare and basic needs, we have the knowledge and experience necessary to care for your loved one in a more formal capacity as:
• Conservator (to manage financial affairs)
• Guardian (to manage decisions regarding health and wellbeing)
• Conservator (to manage financial affairs)
• Guardian (to manage decisions regarding health and wellbeing)
What they are saying...
"I have been an attorney in Central Oregon for close to five years and Ponderosa Fiduciary Services, LLC is my go-to professional fiduciary company for all my clients. Ponderosa is honest, trustworthy, kind-hearted and has the professional background and experience in the areas of probate, conservatorships, guardianships and trust law that I know will benefit my clients when they use Ponderosa's services."
What they are saying...
"I have been an attorney in Central Oregon for close to five years and Ponderosa Fiduciary Services, LLC is my go-to professional fiduciary company for all my clients. Ponderosa is honest, trustworthy, kind-hearted and has the professional background and experience in the areas of probate, conservatorships, guardianships and trust law that I know will benefit my clients when they use Ponderosa's services."
There are many reasons for a family to choose a professional agent after the death of a loved one to settle the deceased’s final affairs:
• Family members live out of the area and do not have the time to probate the estate
• There is disagreement among the heirs as to how the estate is to be distributed
• There is no Last Will and Testament to appoint an administrator or direct distribution of assets
• Family members live out of the area and do not have the time to probate the estate
• There is disagreement among the heirs as to how the estate is to be distributed
• There is no Last Will and Testament to appoint an administrator or direct distribution of assets
Estate Administration
Learn More
Estate Administration
Learn More
There are many reasons for a family to choose a professional agent after the death of a loved one to settle the deceased’s final affairs:
• Family members live out of the area and do not have the time to probate the estate
• There is disagreement among the heirs as to how the estate is to be distributed
• There is no Last Will and Testament to appoint an administrator or direct distribution of assets
• Family members live out of the area and do not have the time to probate the estate
• There is disagreement among the heirs as to how the estate is to be distributed
• There is no Last Will and Testament to appoint an administrator or direct distribution of assets
Representative Payee (Rep Payee) Services
Learn More
As Rep Payee, we provide assistance to the most vulnerable members of our community:
• the young
• the elderly
• the disabled
• those suffering from a brain injury
These members of our community are often unable to successfully manage their Social Security, Supplemental Security income (SSI), Veteran’s or other benefits without help.
• the young
• the elderly
• the disabled
• those suffering from a brain injury
These members of our community are often unable to successfully manage their Social Security, Supplemental Security income (SSI), Veteran’s or other benefits without help.
Representative Payee (Rep Payee) Services
Learn More
As Rep Payee, we provide assistance to the most vulnerable members of our community:
• the young
• the elderly
• the disabled
• those suffering from a brain injury
These members of our community are often unable to successfully manage their Social Security, Supplemental Security income (SSI), Veteran’s or other benefits without help.
• the young
• the elderly
• the disabled
• those suffering from a brain injury
These members of our community are often unable to successfully manage their Social Security, Supplemental Security income (SSI), Veteran’s or other benefits without help.
We can provide affordable assistance to attorneys and their clients, including:
• Traveling witness and/or notary services
• Asset retrieval, delivery, or supervised exchange
• Transport assets for valuations
• Secure real estate or personal property
• Traveling witness and/or notary services
• Asset retrieval, delivery, or supervised exchange
• Transport assets for valuations
• Secure real estate or personal property
Support Services
Learn More
Support Services
Learn More
We can provide affordable assistance to attorneys and their clients, including:
• Traveling witness and/or notary services
• Asset retrieval, delivery, or supervised exchange
• Transport assets for valuations
• Secure real estate or personal property
• Traveling witness and/or notary services
• Asset retrieval, delivery, or supervised exchange
• Transport assets for valuations
• Secure real estate or personal property
