Financial Stewardship
Our Services
- Engaging as a regulated third-party fiduciary for monies requiring accountability
- Managing trust distributions and administration (as a fiduciary or non-fiduciary)
- Protecting funds from manipulation, mismanagement or misuse
- Reporting accounting activities with compliance standards
- Supervising structured payouts and settlement funds
- Planning to ensure funds endure as intended
When It's Needed
- Funds need to be managed for an incapacitated adult.
- A minor has received an inheritance or settlement.
- Settlement funds require structured distribution.
- Trust assets need professional administration.
- Protected persons require financial oversight.
- Families need transparent accountability for managed funds.
Our Experience
Our accomplished Stewardship Team offers families reassurance ensuring resources meant for support, care or recovery are fully monitored and professionally managed. Depending on the structure, our actions can be regulated as a court-appointed fiduciary, as a trust-based trustee or as an agent under POA. We bring a proven approach to fiduciary administration having managed accounts ranging from thousands to millions of dollars.
Moreover, we are bonded, licensed and insured. Considering every person is subject to the Eyes of The Almighty’s Spirit (1 Chronicles 28:9, 2 Chronicles 16:9; Revelation 5:6), we take extra care with our thoughts, words and actions acknowledging our accountability is ultimately before His Throne.
Stewardship Benefits
Documented disbursements to reduce fraud and financial exploitation.
Transparent records and regular reporting to keep families informed.
Reliable administration to ensure bills, care costs and obligations are handled consistently.
Expert planning and disciplined oversight to help funds support long-term situations.
Ready for Accountable & Documented Stewardship?
When acute illness, unexpected injury or extended hospitalization makes it difficult to manage finances, Inherent Law Group can manage those care-related funds with accountability and documentation! Please submit the contact form to discuss options and timelines.
*LIMITED Power of Attorney Required
This service requires Limited Power of Attorney authorization specifically restricted to the exact task(s) we are authorized to perform on your behalf with financial institutions, insurance companies, consumer entities and/or government agencies. This legal authorization is essential for us to effectively maximize your benefits (and can be revoked at any time with the click-of-a-button).