Legal

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Executor Matters - (434) 260-6424

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Contact: Tracy Roussey

Phone: (434) 260-6424 office, (703) 867-8292 cell

Email: tracy@executormatters.com

Address: RR 1 Box 814, Roseland, Va 22967 (Wintergreen Resident)

Website: https://www.executormatters.com

Description: Trained Professional of After Loss Services to help ease the burden of estate administration, organization, and transition so families can focus on healing. Provides practical support and project management to families navigating the administrative work of settling a loved one’s affairs. Helps families understand what legal and financial tasks need to be done, and in what order. From organizing documents and closing accounts to coordinating with attorneys, realtors, and other professionals, guides executors through every step.

Services include: guiding heirs through estate paperwork, accounts, and logistics; organizing personal and digital assets; connecting families with trusted professionals; giving compassionate, hands-on support during one of life’s most difficult times.

I can also help you plan ahead, to help make sure you leave things in good shape. Services include: legacy/estate organization; curating & storing memorabilia; home inventory creation for insurance or legacy purposes (ex. documentation of why certain pieces are important, and what should be done with them in the future).

Expedition Trust - 434-995-5833

Contact: Paula Newcomb

Phone: (434) 995-5833

Address: 310 4th Street, NE Suite 102, Charlottesville, VA 22902

Email: paula.newcomb@expeditiontrust.com

Website: https://www.expeditiontrust.com/services/

Description: Expedition Trust can serve as executor in wills. Fiduciary responsibilities as executor include probate of the will and administration and settlement of the estate. Expedition Trust also can serve as custodian, including custodian for guardianship accounts, for both personal agency and trust accounts as well as institutional custody accounts. They also can serve as trustee, or co-trustee, of revocable, irrevocable, and charitable trusts, as well as managed self-directed Individual Retirement Accounts (IRAs).

Genre: Legal

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Beth Norton Attorney at Law - 434-978-3100

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Contact: Beth Norton

Phone: 434-978-3100

Website: https://www.nortonhealthlaw.com

Address: 1441 Sachem Place Suite 2, Charlottesville, VA 22901

Genre: Legal

Description: Provides legal representation in the areas of Elder Law, Disability and Special needs law, Estate and long-term care planning, Probate and estate administration, Patient advocacy, Healthcare litigation, Healthcare insurance disputes and Healthcare contract disputes.

JABA Ombudsmen Services - 434-817-5257

Those receiving long-term care services, whether in a nursing home, assisted living, memory care, or via home-based care have rights that deserve to be respected. Virginia’s State Long-Term Care Ombudsman Program provides advocates to voice resident and patient concerns, problem-solve, and advocate on their behalf. This area’s ombudsman can be contacted through JABA and facilitate solutions between care teams, families, and patients.

https://www.jabacares.org/ombudsman-program

 

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