Conservatorships

As Conservators, we keep our clients safe, healthy and as happy as possible, in the best, least-restrictive environment possible for their unique circumstances while maintaining dignity and independence to the fullest extent possible.  Services provided include, but are not limited to the following:

• Ensure basic needs such as food, clothing, and shelter are met
• Review and oversee medical needs, treatment, and care plans
• Marshal and manage assets
• Collect income on behalf of the conservatee and pay their obligations
• Oversee investment assets, evaluating risk versus return
• Perform as agent in legal and financial matters where appropriate
• Assist and oversee if emergency situations arise
• Prepare inventories and accountings
• Oversee the tax aspects of investments and distributions, and ensure proper filing and payment of taxes