Linda Banta has been a private professional fiduciary for more than 24 years. Her experience, knowledge, honesty, integrity, professionalism and compassion make her a leader in her field. She most often works with the elderly and always as a client advocate.

Because much of Linda’s work is financial in nature, she works closely with realtors, financial institutions, financial planners, CPAs and attorneys to make sure client assets are properly managed, bills are paid on time, medical claims are filed timely. She also works closely with estate planning attorneys to ensure client estate plans are in place and up to date.

One of Linda’s most important roles is that of a compassionate friend to clients whose lives may have been dramatically altered. Many do not have friends or family to help them adjust to new realities. Linda Banta helps her clients become more independent by creating the environment that makes them able to deal with the changes in their lives.

As a Private Professional Fiduciary, Linda offers the following services:

• Trust Administration
• Decedent Estate Administration (Probate)
• Conservatorship
• Financial Management
• Personal Care Services
• Durable Power of Attorney