EXECUTOR/ESTATE ADMINISTRATOR: Named or nominated to carry out the terms of a will, including dispensing or disposing of assets, settling debts, paying creditors and filing taxes.

REPRESENTATIVE PAYEE: Receiver of payments by government agencies such as Social Security and VA Benefits on behalf of a person incapable of managing their own finances.

FINANCIAL ORGANIZATION/CONSULTING: Preparation and analysis of financials in family and estate legal matters prior to court submissions and resolution conferences, often forestalling the need for full forensic accountant review.