When a friend or family member loses their ability to manage their own finances, you may have to step in as their Power of Attorney, or a court may have appointed you to be their Conservator.

FFM supports you in your role by handling the record keeping, reporting and financial aspects of your duties.

Preparing Asset Management and Inventory Plan for Court
Collaborating with advisors to position assets to provide for the ward
Establishing books and maintaining records of the ward
Warehousing Trust documents in a cloud accessible, AICPA compliant portal
Recording and reconciling bank and investment statements into accounting software
Providing financial reporting, balance sheets, profit/loss, distribution reports
Preparing and assisting with filing Annual Report for Court
Preparing Income tax organizers for CPA

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