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Conservatorship of the Estate
Financial oversight when protection
and accountability matter most.
We oversee and manage financial affairs under court supervision, ensuring assets are protected, obligations are met, and decisions are made responsibly and in full compliance with fiduciary standards.
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This service is often necessary when an individual is no longer able to manage their finances due to incapacity—and no trust or power of attorney is in place.
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When is this needed?
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Cognitive decline (dementia, Alzheimer’s)
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Stroke, TBI, or medical incapacity
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Vulnerability to financial exploitation
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No trustee or agent in place
Ensuring bills, taxes, and obligations are handled accurately and on time.
Safeguarding financial resources, property, and investments from mismanagement or loss.
Managing and monitoring financial accounts with prudence and fiduciary responsibility.
Full compliance with court accounting, documentation, and reporting requirements.
