Quinn Fiduciary Services

Quinn Fiduciary Services acts in a position of trust and confidence for their clients in a variety of ways, including:

Trustee

Jackie conservatively and wisely manages the financial resources of her clients in order to maintain the best quality of life possible for them. She strives to know and follow the intentions of the trustor to assure those wishes are honored. As trustee, she:

  • Safeguards assets
  • Administers the trust
  • Files tax returns
  • Reports to beneficiaries
  • Submits accountings as required

Estate Administration

When named as executor or special administrator, Jackie carries out the terms of the will as written. As such, she:

  • Inventories assets
  • Files tax returns
  • Distributes estate to beneficiaries

Trustee of SNT

Jackie carries out the terms of the special needs trust and is careful to administer it according to the legislation covering the terms. As Trustee of a SNT, she carries out the duties as defined above as well as:

  • Distributes payments to beneficiaries
  • Preserves public benefits for beneficiaries

Powers of Attorney

Jackie serves as agent under powers of attorney for both finance and for healthcare. She is charged with carrying out the wishes and intentions of the principal. Depending on the type of power she:

  • Manages financial assets
  • Makes healthcare decisions
  • Makes end of life decisions

Conservatorships

Jackie’s knowledge of people experiencing dementia, self neglect and exploitation enables her to quickly assess the associated problems and intervene with the most humane, respectful approach possible. As Conservator of the person and/or estate, she:

  • Locates and safeguards assets
  • Oversees medical and personal care
  • Advocates on behalf of clients
  • Submits court accountings as required

Geriatric Care Management

Jackie also provides care management services to clients.  Depending on the needs, she:

  • Coordinates supportive services
  • Advocates for client re health care
  • Provides household management

Daily Money Management

QFS provides daily money management services to our clients as needed:

  • Bill payment
  • Bank reconciliation
  • Medical insurance claims