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    • Meet Lis G. Ortiz (CLPF# 1376)
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×
  • Home
  • About
    • Our Mission
    • Meet Tom LaVoie (CLPF# 1487)
    • Meet Lis G. Ortiz (CLPF# 1376)
  • Our Services
    • Trust Administration
    • Conservatorships (Person & Estate)
    • Powers of Attorney (Financial & Healthcare)
    • Probate Estate Administration
    • Daily Money Management
    • Case Consultations & Special Projects
  • Who We Serve
    • Individuals & Families
    • Seniors & Vulnerable Adults
    • LGBTQ+ Community
    • Minorities / Communities-of-Color
    • Attorneys, Courts, & Financial Professionals
  • Resources Page
    • FAQs Page
    • Glossary of Terms Page
    • Downloadable Guide: Choosing a Fiduciary
    • Pride Trust Services Welcome Packet
    • Getting Started Checklist
    • Fee Schedule + Summary
  • Blog
    • Latest Articles
    • Estate Planning and Trusts
    • Conservatorship Insights
    • Fiduciary Tips for Families
    • Client Education Corner
Contact Us
  • Home
  • About
    • Our Mission
    • Meet Tom LaVoie (CLPF# 1487)
    • Meet Lis G. Ortiz (CLPF# 1376)
  • Our Services
    • Trust Administration
    • Conservatorships (Person & Estate)
    • Powers of Attorney (Financial & Healthcare)
    • Probate Estate Administration
    • Daily Money Management
    • Case Consultations & Special Projects
  • Who We Serve
    • Individuals & Families
    • Seniors & Vulnerable Adults
    • LGBTQ+ Community
    • Minorities / Communities-of-Color
    • Attorneys, Courts, & Financial Professionals
  • Resources Page
    • FAQs Page
    • Glossary of Terms Page
    • Downloadable Guide: Choosing a Fiduciary
    • Pride Trust Services Welcome Packet
    • Getting Started Checklist
    • Fee Schedule + Summary
  • Blog
    • Latest Articles
    • Estate Planning and Trusts
    • Conservatorship Insights
    • Fiduciary Tips for Families
    • Client Education Corner
×
  • Home
  • About
    • Our Mission
    • Meet Tom LaVoie (CLPF# 1487)
    • Meet Lis G. Ortiz (CLPF# 1376)
  • Our Services
    • Trust Administration
    • Conservatorships (Person & Estate)
    • Powers of Attorney (Financial & Healthcare)
    • Probate Estate Administration
    • Daily Money Management
    • Case Consultations & Special Projects
  • Who We Serve
    • Individuals & Families
    • Seniors & Vulnerable Adults
    • LGBTQ+ Community
    • Minorities / Communities-of-Color
    • Attorneys, Courts, & Financial Professionals
  • Resources Page
    • FAQs Page
    • Glossary of Terms Page
    • Downloadable Guide: Choosing a Fiduciary
    • Pride Trust Services Welcome Packet
    • Getting Started Checklist
    • Fee Schedule + Summary
  • Blog
    • Latest Articles
    • Estate Planning and Trusts
    • Conservatorship Insights
    • Fiduciary Tips for Families
    • Client Education Corner
Contact Us

Client Welcome Packet (PDF Download)

PTS Client Welcome Packet 2025Download
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Pride Trust Services

Licensed Professional Fiduciary | CLPF #1487, #1376
Certified LGBTBE® | PFAC Member | NGA Member

Protecting Futures. Preserving Dignity. Building Trust.

LaVoie and Associates Fiduciary, LLC, d.b.a. Pride Trust Services, is not a law firm or CPA firm and does not provide legal or tax advice. We collaborate with independent attorneys, CPAs, and financial advisors as needed. Services and fees may be subject to court approval in probate, conservatorship, or other court-supervised matters. Clients should seek licensed legal or tax professionals for specialized advice.

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