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Guardianship Person & Estate
Guardianship is a judicial process that is initiated in the courts and should be sought only when all other options of advocacy or protections have been exhausted. Guardians can be appointed to oversee an individual’s financial affairs, personal care, or both. Our staff of National Certified Guardians adhere to the National Guardianship Association Standard of Practice & Ethical Principles. With a combined experience of over 20 years practicing Guardianship, our Nationally Certified Guardians are highly qualified to serve when there is no family, when the family needs support and guidance from trusted professionals, or the burden is too great for the family.
We understand how difficult it can be to navigate financial planning for long term care or home care services. Let our highly trained and knowledgeable staff relieve the burden of understanding Medicaid coverage and eligibility. Our staff can guide you and your family in strategizing Medicaid programs, spend downs and lessen the burden of completing applications. Efficient, confidential and professional handling of your case resulting in a positive outcome is our top priority.
Probate is the judicial process whereby a will is “proved” in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence [or real property] of the deceased at the time of death in the absence of a legal will. When a person dies without a will then the legal personal representative is known as the “administrator”. This is commonly the closest relative, although that person can renounce their right to be Administrator in which case the right moves to the next closest relative. Our professional staff is familiar with the process and will work with your attorney to efficiently handle your loved one’s estate. Whether you live out of state or find the process overwhelming, our staff can act on behalf of the estate. Providing timely administration and the utmost respect for your loved one’s legacy.
Power of Attorney & Advance Directives
There are instances where Guardianship is not the least restrictive alternative and the individual retains the capacity to execute estate planning documents. Often an individual, for whatever personal reasons, may choose to nominate a neutral third party. Our office accepts these nominations and will advocate for the client by acting as a Power of Attorney, both healthcare and estate. Our approach to an individual care plan allows the client to choose the amount of involvement or interaction they seek with our office.
Large corporate trust offices often require a minimum balance of estates or trusts before engaging in their services. Our small, family-like business understands that even smaller estates and trusts deserve and need professional administration. We offer trustee services with personal, hands-on administration and specialize in the administration of Qualified Income Trusts aka as Medicaid Qualifying Trust or Miller Trusts, Special Needs Trust and Family Trusts.
Consultations with Family Guardians
You’ve been appointed guardian, now what? Letters from the court regarding compliance, filings due and other statutory requirements can be overwhelming and daunting. Our staff of National Certified Guardians is here to help you navigate all things “guardian”. We want you to have a successful, positive experience with guardianship and our court system. We provide guidance with compliance filing, setting up tracking systems for accountings, decision making and other resources.
Often the least restrictive alternative to Guardianship of the Estate is the appointment of a payee. A payee receives the income of an individual and is accountable to the payor, such as the Social Security Administration, Veterans Administration, or another pension office for the use and management of those funds. Our office provides payee services for those that need assistance with bill paying, budgeting, and estate preservation.
*We carry Fiduciary Professional Liability Insurance for all the fiduciary services we provide.
Fee Schedule Breakdown
Guardianship and Probate Administration fees are overseen by the courts and approved through a judicial process, which means that these fees may change. We invite you to contact us for a consultation so we can share the latest fee schedule breakdown that best fits your needs.
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