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Our Services
Representative
Payeeship
Representative Payeeship is a money
management service. Payee determination is made
by the governmental agency that administers the
benefit. As payee, Guardian will receive the
person's monthly benefits and establish a budget
that will require the individual to live within
their means.
Agency staff will review eligibility
requirements and obtain all available benefits.
Tax services will also be provided when needed.
When an individual demonstrates to the
government agency that he or she is able to
manage their own personal finances, their right
to do so may be reinstated.
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for more information.
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Conservatorship
As Conservator, Guardian will secure and
manage benefits and assets of the individual.
The Conservatorship determination is made by the
Probate Court. Each individual's capabilities
are evaluated and a plan is established to
encourage involvement and promote independence.
When appropriate, Guardian will provide or
obtain services such as investigating and
maintaining Social Security benefits, collection
of income, payment of bills, debt retirement,
estate planning, property assessment, tax
preparation, protection or liquidation of assets
and making investment decisions.
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Guardianship
As Guardian, Guardian will assist in the
personal decision making process. The
guardianship determination is made by the
Probate Court.
When needed, Guardian ensures that the
individual receives medical care, a safe and
appropriate place to live, and access to
appropriate community programs. Guardian will
make these decisions while allowing the
individual as much independence as possible.
Financial services may also be offered along
with guardianship services.
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for more information.
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Money Management
Assistance Program (MMAP)
Money Management Assistance Program is a
voluntary program to help individuals remain
financially independent and effectively manage
their assets. A Guardian specialist will review
the person's current financial situation and
develop a plan of action to address important
needs.
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Power of Attorney
When assistance is needed, you can give a
Power of Attorney to Guardian, allowing the
staff to act on your behalf. They will help you
with any of your needs, whether it's bill
paying, dealing with the bank, property
management, receiving income or and other
personal business.
You will not surrender any of your rights by
choosing to give a Power of Attorney, but will
be relieved of many of the concerns of your
daily life.
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information.
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Administering
Trusts
A Trust is a document that directs another
person to hold and distribute your assets
according to your directions. Many people
falsely think that the Trusts are only for the
wealthy, but by naming Guardian as a Trustee,
you can rely on staff to provide a
cost-effective and personal service approach to
administering your Trust.
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more information.
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Probating Estates
Guardian can assist you with your estate
needs. Whether the estate is small or large, the
agency can assist you with filing and
distributing an estate.
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more information.
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Invest in YOU
Invest in YOU is a new sheltered banking
program that will be offered to persons who seek
participation with the traditional banking
system. Participants are currently "unbanked"
people with a poor or no credit history and need
a chance to build a constructive financial
relationship. They may also be our current
clients who seek more independence with their
transactions. Participants will learn the
benefits of traditional banking and gain the
opportunity to spend less and gain more assets.
The curriculum includes training in all aspects
of banking, one-on-one counseling, ID barriers
and financial planning.
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