Services We Provide

Conservator - A person or entity appointed by the probate court to protect and manage the financial affairs and/or the person's daily life due to physical or mental limitations or old age. The conservator may only manage the estate (financial affairs), but may also oversee the person's daily activities, such as health care or living arrangements.

Guardian - A person or entity who has been appointed by the probate court to take care of an incompetent adult personally and/or manage the person's affairs. Incapacity is usually a result of physical or mental illness.

Power of Attorney - Allows a person or entity to act in conducting the client's business, including signing papers, checks, contracts, and make financial and medical decisions. The principal must have the capacity to understand what powers they are giving to the agent.

Trustee - A person or entity who holds the assets held by a trust. A trust is a legal entity created by a contract between or more persons ("trustors") and a trustee whom they appoint. The trustee manages the assets for the benefit of the trustors or the beneficiaries named in the trust.

Personal Representative - A person or entity who is appointed by the probate court to administer the estate of a person who has died. The personal representative is responsible for identifying, inventorying and protecting all of the assets in the estate, paying bills and allowable claims against the estate, locating all of the heirs and beneficiaries, paying the administrative costs of probating the estate and distributing the remaining assets to the heirs or beneficiaries.

Geriatric Care Management - We offer highly individualized services by increasing the quality of the older adult's life, caring for the elderly and their families. Geriatric Care Management is provided in a time of crisis or as a preventative tool to assist in the ongoing difficult daily tasks. Our services include an objective measurable assessment regarding cognition, social, psychological, spiritual, financial and legal needs. We also provide support and advice for families and information on how to deal with dementia and Alzheimer's patients.