Conservatorships: Conservatorship is a judicial procedure allowing financial decisions to be made for those who are no longer capable or choose not to make decisions for themselves.
  • Locate and manage the Conservatee’s finances.
  • Ensure the Conservatee’s bills are paid and needs are met.
  • Invest monies with the best interest of the client.
  • Ensure Conservatee is receiving all the income and benefits they are entitled to.
  • Ensure Conservatee’s are filed in a timely manner.
Power of Attorney POA: POA’s can make financial decisions for the client.
  • Manage POA client finances
  • Ensure POA client bills are paid and needs are met.
  • Ensure POA client receives all income and benefits she/he is entitled to.
  • File POA client’s taxes in a timely manner.
Representative Payee: Representative Payee is a service provided to those that are on Social Security or Medicaid. This service manages their finances to ensure their day to day living needs are met.
  • Manage client finances.
  • Make sure client current needs are met.
  • Ensure clients bills are paid.
  • Adhere to Social Security requirements.