A guardian is legally responsible for taking care of someone who cannot take care of themselves. This includes, but is not limited to, finding appropriate housing, medical care, needed therapies, ensuring daily needs are met by caregivers, and accessing eligible services for a client such as medical assistance, social security, and county waiver.
A conservator is legally responsible for managing the financial affairs of someone who is incapable of managing them due to physical, mental or age limitations. This includes, but is not limited to, paying bills, selling a home, and balancing bank accounts. All conservator transactions are overseen and approved by the Court.
A power of attorney is a document giving a specific party authorization to represent or act on another's behalf. This can include signing for the sale of a client’s home, bank transactions, assistance applying for benefits, and money management.
A trustee is an individual person given control or powers of administration of property in trust with a legal obligation to administer it solely for the purposes specified. The trustee becomes a guardian of the assets and their duties include safekeeping and protecting the assets.
We will work with a client to make arrangements for end of life plans. This may include a healthcare directive, DNR/DNI decisions, and choosing a funeral home for cremation or burial needs. We work in a timely manner to grant the wishes of a client or with family members to make these decisions, as our decision-making authority ends at the time of death.
We work with an attorney who specializes in trust services and estate planning and assists with many of our cases. We also have access to a network of highly-qualified attorneys should the need for other services arise.
In providing daily money management, we assist a client with keeping track of their assets. This includes things like paying bills, balancing a checking account, consolidating assets so they are easier to keep track of, and keeping tabs on any retirement assets.
When the time comes to find more appropriate living arrangements, we will assist with the process. We work with an estate sale specialist who will hold an online auction or on-site sale to help find a new home for items that cannot accompany a client. We also work with a real estate agent who will help sell your home.
When current living arrangements no longer meet a clients’ needs, we will assist in finding a place that is more appropriate. We work together with the client, and family members when possible, to find a place where the client can live and have their needs met, as comfortably as possible.