Guardian Finance & advocacy services
An individual or organization appointed by Probate Court to manage the personal care of a minor or incapacitated individual. Personal care includes placement, medical decision, etc.
An individual or organization appointed by Probate Court to manage the personal finances and/or property of a minor or incapacitated individual.
An individual or organization appointed by the Social Security Administration to manage the Social Security Retirement, Social Security Disability, or Social Security Supplemental Income benefits for an individual who is not able to manage their own benefits.
An individual or organization appointed by the Department of Veterans Affairs to manage the Veteran Administration benefits on behalf of a beneficiary who is unable to manage his or her financial affairs.
Money Management Partners
One-on-one assistance with finances to help maintain an individual’s financial independence.
An individual or organization appointed by Probate Court to manage and administer the assets left in the estate after an individual deceases.
Trust Management Services
A trust is a legal and financial tool that allows for assets to be held and managed by a Trustee for the benefit of another person or persons, who are the beneficiaries of the trust. The Trustee is responsible to manage the assets prudently and to act in the best interest of trust beneficiary.
Power of Attorney
We are developing this service now. If you are interested please click the email link below to contact our team.