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Providing Professional Fiduciary Services

Professional, Compassionate Management

Cassandra Knight, Owner

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To protect the physical, social and economic well being of my clients, while utilizing the least restrictive options available; and ensuring all services are provided with respect and dignity

MISSION STATEMENT

National Guardianship Association

SERVICES

Personal Representative

A personal representative is a fiduciary appointed by the probate court to collect a decedent's assets and administer them according to state law.

 

The individual serving as personal representative can be nominated through a Will, or can file a petition to serve, according to a priority order set by statute, if there is no Will.

Trustee

A trust is a vessel designed to hold assets for the benefit of another party. A trustee is the fiduciary appointed to manage the trust property for the beneficiary.

The trustee can be appointed by the person whose assets fund the trust, or by the court in special circumstances.

Conservator

A conservator is a fiduciary appointed by the court who is legally responsible for managing the financial and legal affairs of a person who is incapacitated.

A nomination for who should serve as conservator can be made prior to incapacity, or an interested person can file a petition to serve.

Guardian

Similar to a conservator, a guardian is appointed by the court to manage the personal welfare and health of another person who becomes incapacitated.

A nomination for who should serve as guardian can be made prior to incapacity, or an interested person can petition the court.

A fiduciary is someone who manages assets or affairs on behalf of another person.

Fiduciary Services

Testimonials

    "Cassie is assisting us with a very difficult and challenging family situation.  We have found that she attacks every challenge promptly and efficiently. Her communication skills are phenomenal.  She always responds to our text messages, emails, and phone calls promptly and that is much appreciated.

 

    We are so thankful that our attorney recommended Cassie to us. We would highly recommend Cassie to anyone in need of her services.  She is a true professional! Thank You!"

- Terry & Judy Raddatz

   "I have known Cassandra Knight for several years, and as an attorney who specializes in estates and protective proceedings, I was delighted that she started offering fiduciary services in our community. She is professional, straight-forward, and I recommend her without hesitation.

 

   Cassie is organized, and has a solid social worker background, sound judgment, and deep and strong ties to the community. She is accessible and establishes a good rapport with a wide personality range of those whom she is assisting, as well as with their families. I have employed her on several matters, always receiving grateful feedback."

- Sarah Wolf, Attorney

   "Cassie assisted our family through some very tough times. Her compassion, knowledge and sense of humor kept us all afloat. She aggressively handled each and every obstacle with grace, grit and optimism. She went above and beyond her scope of duties. I thank you for your dedication."

- Tine Collis
Testimonials

Contact

We want to hear from you!

Tel: 541-643-9298  

P.O. Box 966 Roseburg, Oregon 97470

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CONTACT
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