Guardianships and Conservatorships

Our firm represents clients in guardianship and conservatorship matters. Both for family members who are no longer capable of managing their own personal affairs and for conservatorships of minor children who have assets that total over $10,000.

Prior to seeking a court appointed fiduciary (guardian and/or conservator), we will work with clients to see if there are alternative options that are less restrictive on their family member. If these options are not available, then we work with our clients to file the necessary pleadings to get a fiduciary appointed by the court.

The simplest way to think of a guardianship is that it allows a court appointed fiduciary to assist a protected person with their personal care. A guardian acts as the voice for the protected person and works with their care team to ensure that the correct level of treatment is being provided.  The care team can include the protected person’s treatment/housing facility, doctors and physicians, attorneys, and social workers. The guardian must file annual reports with the court so that the court can monitor the protected person’s care. Being a guardian can be overwhelming, which is why we are pleased to offer a heightened level of guidance to our clients to help support them through this process.

A conservator handles the finances for the protected person. The conservator is responsible for managing, investing, and sheltering any assets of the protected person. The conservator must also pay any bills or costs on behalf of the protected person and keep detailed records of the protected person’s finances. The conservator will use this financial information to file a detailed annual accounting with the court. The annual accounting is a detailed pleading that outlines all the debits and credits of the protected person’s finances. Our firm works with clients to complete these detailed pleadings in an efficient, comprehensive, and timely manner.

Our specialty is providing clients with a next level of care and service to ensure that both our clients and the protected person are receiving the support they need to be successful and the guidance to navigate a complicated legal process. Please contact our office if you would like to hear more about the services we provide to our clients.