Estate & Trusts


Helping People Move Forward

While a guardian is able to address several areas of care, based on need, a conservator role is only related to financial aspects. With some limitations notwithstanding, the conservator typically has the power to collect assets, pay bills, make investments and perform other financial functions.

We can help assess the need of conservatorship and also explain alternatives that may be achieved through estate planning, such as executing a power of attorney or establishing a trust and identifying a trustee in advance of incapacitation, during the estate planning process.

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