Erik Eggertsten

Whole Heart Guardianship

http://www.wholeheartguardianship.com/ PO Box 397 , Bothell , WA , 98041 , US 206-200-4924 Business category:    Financial & Fiduciary Management, Guardianships & Conservatorships
Area of coverage : Serving Snohomish and King Counties

Business Description:

Whole Heart Guardianship, a provider of professional guardianship and trustee services, is changing. Due to our growing operations and our desire to provide the best service possible, our organizational structure moves from that of a sole-proprietorship to a Certified Professional Guardianship business. As a guardianship business, we hope to better serve you and the diverse needs of our clients.

We believe those appointed to our care deserve quality services and that every person should be provided respect, due process, and dignity. A guardianship is a difficult endeavor for the person in need and for their families. As guardians, we reach out to families and others to understand our client’s wants and needs. We understand the unique challenges of each guardianship arrangement. To meet these challenges we have worked hard to develop a network of resources and advisors in legal, financial, medical, and personal care.

We now proudly reintroduce ourselves to you as Whole Heart Guardianship, sole proprietor. (License #11594). Our business includes C. Erik Eggertsen and Lisa M. Edlin, both Certified Professional Guardians. Erik’s drive to serve as a professional guardian stems from his years working at a nursing home and his experiences helping others, both as a guardian and as a teacher (Master's degree in Teaching).
Licensed as a Certified Public Accountant, Lisa brings a wealth of accounting and tax experience to the business. For the past twenty-five years her work in public and private accounting included tracking and reconciling financial accounts, budgeting, analyzing data, setting policies and collaborating with others. In addition, she has a Master’s Degree in Taxation from Golden Gate University.
Whole Heart Guardianship looks forward to working with you and helping persons and families in need. Please feel free to call on us at anytime. We encourage you to look at our web-site for more information on our company.

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