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Conservatorship, Personal Representative, and Agent for Trustee
Services performed to assume the conservatorship/estate/agency
Bill payments and distributions to the beneficiary or protected individual
Oversee and coordinate real property related activity: working with realtors, property managers, maintenance vendors, periodic site inspections
Working with outside professional services for tax or legal needs
Services related to the decedent’s business, including transfer of ownership
Other services as may be deemed necessary and agreed to