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We can act as the following for you or your family:

  • Guardianship
  • Preneed Guardian
  • Consultant
  • Geriatric Care Manager
  • Trustee
  • Representative Payee for Social Security
  • Voluntary Guardian (person must be competent)
  • Healthcare Surrogate
  • Care Management




  • Prepare Annual Accountings for Professional Guardians
  • Prepare Annual Accountings for Family Guardians
  • Prepare Annual Accountings for Trustees
  • Preparation of Annual Plan 
  • Bookkeeping
  • Transcription Services
  • Guardianship presentations
  • Complete Medicaid Application Process
 
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