Welcome to Pride Trust Services
Thank you for choosing Pride Trust Services to support you during this important time. We are honored to assist you with fiduciary services designed to protect your future, your dignity, and your financial security.
Our Mission is Simple
To provide professional, compassionate, and conflict-free fiduciary care to every client we serve.
This Welcome Packet is designed to help you understand what to expect, what documents may be needed, and how we will work together to achieve your goals.
We look forward to serving you with the highest standards of integrity, transparency, and care.
Sincerely,
Tom LaVoie, CLPF #1487
Licensed Professional Fiduciary
Certified LGBTBE® | PFAC Member | NGA Member
About Pride Trust Services
We Offer a Full Range of Fiduciary Services, Including:
- Trust Administration
- Probate Estate Administration
- Conservatorships (Person & Estate)
- Powers of Attorney (Financial and Healthcare)
- Daily Money Management
- Special Needs Trust Management
- Consultation and Special Projects
Getting Started Checklist
Before our first working session, please review this checklist:
What to Expect
1. Discovery and Consultation
We review your goals, needs, and key documents to create a service plan tailored to your situation.
2. Engagement Agreement
You’ll receive a clear written agreement outlining the scope of services, billing structure, and expectations — all in plain English.
3. Ongoing Service and Communication
We maintain regular communication with you (and trusted family members or advisors, if authorized), and provide periodic updates and reports.
4. Transparency and Compliance
For court-supervised matters, all fees, accountings, and actions are submitted for court review as required.
Private matters receive detailed periodic financial summaries and status updates.
5. Dignity and Advocacy First
At every stage, we prioritize your wishes, your dignity, and your best interests.
How to Contact Us
Our Promise to You
At Pride Trust Services, we commit to:
Because every life, every estate, and every story deserves protection with dignity, trust, and
professionalism.
Quick Reference: Documents You Might Need
| Estate Documents | Will, Trust, Letters of Administration |
| Financial Statements | Bank, investment, mortgage |
| Healthcare Documents | Advance Directive, HIPAA Authorization |
| Court Orders | Conservatorship or Guardianship appointments |
| Contact List | Attorney, CPA, Doctor, Financial Advisor |
Ready to Get Started?
Thank you for trusting us to serve you.
We look forward to protecting your future with professionalism, clarity, and compassion.