As Conservator, we help clients by securing and managing their assets and benefits. This is needed only when the client is unable to manage these matters on their own.
The need for a conservator is determined by the county Probate Court. In each case, the court evaluates the individual’s capabilities and establishes a plan for them. Often, the courts appoint us to this role.
Depending on the court’s direction, our services can include investigating and maintaining benefits, collecting income, paying bills, debt retirement, estate planning, property assessment, tax preparation, protection or liquidation of assets and making investment decisions.
Read more about Conservatorships in our conservator fact sheet.