Fiduciary Services

Partners In Care is committed to providing the highest level of expertise in fiduciary services. We have comprehensive experience in assessing the financial condition and needs of our clientele with scrupulous attention to the highest ethical standards. Our first consideration in fiduciary services is to ensure that the needs of the client are identified and met to the fullest extent possible.

Partners In Care's staff is highly trained and experienced in all aspects of care management and fiduciary services. Our approach is to provide the amount of help necessary to achieve a quality of life consistent with an individual's lifestyles and needs. Options can range from contracted services according to a written agreement to fiduciary services under Powers of Attorney or Trust documents to Limited or Full Guardianship of person and estate.

Fiduciary services include a broad range of tasks such as bookkeeping, bill paying, property management services and other services to meet our client's individual needs.

Accounting and Budgeting Services
PIC often assumes the management of a guardianship client's routine income, expenditures and other financial activities. We marshal the individual's assets and ensure that funds are used to the best advantage of the individual. PIC is highly proficient in meeting the rigorous demands of trust accounting and accounting to the court regarding use of clients’ funds.

Our financial staff provides a wide variety of services, including:

  • Budgeting
  • Paying bills
  • Making medical insurance claims
  • Organizing tax records and preparing returns
  • Inventory of financial assets
  • Accounting
  • Cash flow analysis
  • Preparing financial statements
  • Annual accounting to court or trust committees

PIC provides assistance through strictly private arrangements with individuals or families to assist people with budgeting management and related services to enhance our clients’ quality of life. These arrangements can be limited and specific, or can be more general, based on the preferences of the client.
PIC provides consultation in case management to families or others who seek assistance resolving problems or identifying community resources.
For more information about Partners In Care’s Care Management Services, please call William Jaback at (206) 525-2729, or email him at billj@pic.org.

Partners In Care has adopted the Standards of Practice written by the Washington State Professional Guardianship Certification Board.