Level I services are designed for fiduciaries of any experience level who wish to achieve the best results for their wards or claimants.

Anchored by JMW's proprietary SettleMaster® Report and Reference, Level I Service ensures that you fully understand the relevant investment and taxation issues pertaining to your fiduciary responsibilities and that you have the appropriate statistical information upon which to make prudent decisions. It includes plain english tutorials as well as industry-specific technical reports not easily obtained by non-industry professionals.

You will gain the necessary tools to make high quality settlement decisions and the peace of mind that comes with knowing you have met the appropriate standard of care and can document your adherence to a disciplined approach.