Conservator

A guardian is appointed by the courts only when all other avenues have been exhausted, and it has been determined an individual lacks full decision-making capacity. Guardians can be appointed to oversee an individual’s financial affairs, personal care, or both. Guardians can be appointed under limited or full guardianships. We work with the incapacitated individual and their families to advocate for their preferences and well-being.

Legal Conservator / Guardian of the Estate

A conservator becomes responsible for the incapacitated individual’s finances including daily money management and long-term estate management.

Examples of Conservatorship Services:

Manage client’s financial affairs, including income, expenditures, and resources
Apply for government benefits
Coordinate with Social Security, VA, and pension plans
Inventory, collect, and manage assets
Verify and pay obligations
Hold, secure and invest estate assets
Prepare accountings
Coordinate with tax professionals to prepare and file taxes