What We Do:

Guardianships:

Managing financial affairs for dependents, and ensuring comprehensive care and support, aligning with the client's overall financial and life plan:

  • Legal Support: Assisting in the legal process of appointing guardians.

  • Financial Management:Overseeing and managing the financial affairs of dependents or those under guardianship.

  • Life Planning: Integrating guardianship plans into the broader context of the client's overall financial and life strategy.

  • Advocacy: Acting as an advocate for the ward's best interests, especially in financial matters.

  • Collaboration: Working closely with legal professionals and family members to ensure a holistic and supportive approach.

  • Regular Review: Periodically reviewing and adapting guardianship plans based on changing circumstances

Conservatorships:

Services designed to support and safeguard the financial well-being of the individual under conservatorship while adhering to fiduciary responsibilities:

  • Financial Management: Overseeing and managing the financial assets and affairs of the individual under conservatorship.

  • Asset Protection: Implementing strategies to protect and preserve the individual's assets.

  • Budgeting and Planning: Developing and maintaining a budget to ensure the individual's financial needs are met.

  • Legal Compliance: Ensuring compliance with all legal requirements related to conservatorship.

  • Decision Making: Making financial decisions on behalf of the individual, considering their best interests.

  • Communication: Regularly communicating with the individual, family members, and relevant stakeholders to provide updates and address concerns.

  • Record Keeping: Maintaining accurate and comprehensive financial records related to the conservatorship.

Power of Attorneys

These services are tailored to align with the specific powers granted by the power of attorney document and are executed in accordance with the fiduciary's commitment to acting in the individual's best interests:

  • Financial Power of Attorney: Managing and making decisions regarding the individual's financial affairs, including banking, investments, and property.

  • Healthcare Power of Attorney: Making medical decisions on behalf of the individual, ensuring their health and well-being align with their wishes.

  • Legal Representation: Acting as the legally appointed representative in various matters based on the granted powers.

  • Decision-Making Support: Assisting in critical decision-making processes and providing guidance in the best interest of the individual.

  • Documentation and Compliance: Ensuring that all legal documents are properly executed and adhering to legal and regulatory requirements.

  • Regular Reporting: Providing regular updates to the individual, family members, or relevant parties about decisions and actions taken.

Estates & Trusts

Facilitating smooth management and distribution of assets according to the client's wishes, including representation and probate, our services collectively ensure that wills are meticulously executed, and trusts are effectively managed, contributing to a seamless estate management and asset distribution process:

  • Asset Management within Trusts: Overseeing and managing assets held within trusts, ensuring they are invested and distributed according to the trust's terms.

  • Trustee Services: Acting as a trustee, fulfilling the fiduciary responsibilities outlined in trusts, including prudent investment, distribution management, and adherence to trust provisions.