What We Stand For


Fiduciary and Care Management

At Marchi, Smith & Levin, we provide a unique blend of person-centered care and financial management in the field of fiduciary work. We are proficient in understanding and meeting the requirements set forth by the probate court in a way that honors our clients’ individuality, autonomy, and voice.

A Reputation for Integrity

Our business is committed to the highest levels of dignity and independence for our clients. With deep respect for individual needs, rights, and beliefs, we draw on decades of experience to provide resourceful, expert, ethical care and fiduciary services to each and every person we serve.

Compassion in Action

Our clients require diverse care and counsel. Adult children need advice, solutions and care plans for their senior parents. Elder law and probate attorneys represent clients who need everything from bill paying to conservatorships. Social service and health care providers need support for their clients and patients facing the various challenges of aging.

No matter the situation, we start with individualized assessments of client needs and goals. Through a thoughtful, collaborative and strategic approach, we create personalized care and financial plans which we implement, monitor and manage to assure optimal outcomes.

Clear communication, competence and compassion direct all we do for our clients and their loved ones.