Twenty-Eight Years and Moving Forward
I became a fiduciary and founded A.R. Wilson & Associates in 1992. I believe that it takes time, time well used, to gain experience.
Here’s what I’ve been doing for the past 28 years to gain experience: providing fiduciary services for a wide variety of clients, successfully handling some complex cases and improving lives. I focus on protecting people, conserving estates and solving problems. Helping me do this is my case manager and assistant, Jacqueline Vanbrock, who has been with me for over twenty years, and is committed to helping make A. R. Wilson & Associates a standout fiduciary firm.
I’ve rescued clients from abuse and severe neglect, facilitated the recovery of lost and stolen assets—in one case recovering over $120,000 which was repaid by the perpetrator.
I’ve administered 220 trusts, conservatorships, guardianships and estates, I’ve also served as case manager, representative payee and consultant. I’ve rescued clients from abuse and severe neglect, facilitated the recovery of lost and stolen assets—in one case recovering over $120,000 which was repaid by the perpetrator. Many of our clients have been enabled to enjoy significant improvement in the quality of their lives. We specialize in providing fiduciary services with a heart.
Going forward, A. R. Wilson & Associates has a succession plan. All fiduciaries should have such a plan to ensure continuity upon retirement of the fiduciary or if for any reason the fiduciary is unable to continue serving. I am in the process of seeking appointment for a successor for all current cases. From now on I will require that all new cases must have a successor or successors named at the time of appointment. The best part of this plan is that I can continue to consider retirement as unthinkable for as long as is practical.