We are in the Central Credit Union building. Parking is available behind the building, enter from Bannock Street.

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Phone: 208-939-4337
Fax: 208-939-7038

• 4 associates

• Approximately 40 clients

• Manage $1.3 million in assets

• Member National Guardian Associations

• Status as Registered Guardian is pending

We work on a flat hourly rate that varies based upon the work that we complete. Some fiduciaries charge both an hourly rate and a percentage of the estate for their fees. The hourly rate ensures that you pay only for work being completed.

Stan has worked for the company for 2 1/2 years serving in various roles, from reconciliation clerk to manager, and is now the owner of the firm. Stan is also a Registered Guardian.

A short list of the experience that Stan has includes, bank operations, inventory control and supplier management. Stan possesses a BBA in Operations Management.

Stan's goals are to increase the client base of the company by offering many different services based upon the need of the clients or customers.

Kristy has worked for the company for 1 year now. Her responsibilities include setting up and maintaining financial accounts for the clients, issuing checks for the company and the clients and generating necessary financial reports for the courts.

Kristy's has a background in bookkeeping and is currently enrolled in a Tax Preparation Class. Kristy hopes to start attending school in the near future to pursue an accounting degree and achieve her CPA.

Ashley has worked for the company for 1 and 1/2 years as a guardian associate. She is the client interface for the company and schedules and attends medical appointments when necessary.

Ashley's background includes working in nursing and retirement homes. Ashley is currently attending Boise State University working on her Social Work degree, with plans to get her Masters.