A conservatorship is similar to a guardianship, except that it involves your money and other assets.  A conservatorship is a legal proceeding in which the court determines a person to be incapacitated (the conservatee) and appoints someone (the conservator) to make financial decisions for the conservatee where there are no sufficient alternate methods available, meaning the conservatee does not already have in place a revocable trust or a durable power of attorney for financial decisions (or the person serving as agent under such a power of attorney is not doing their job). We can not only guide you through the process of getting a conservatorship set up through the court, but also provide guidance to ensure you meet the annual reporting requirements to the court.

Estate planning involves creating a comprehensive plan to manage and distribute your assets according to your wishes, ensuring that your loved ones are taken care of after you’re gone. This process includes drafting essential documents such as wills, trusts, and powers of attorney. We assist you in setting up a thorough estate plan, tailoring each component to your specific needs. Our guidance ensures that all legal requirements are met and that your estate is managed efficiently, minimizing potential disputes and maximizing the benefits for your heirs. Whether you’re planning for the future or updating an existing plan, we provide the expertise and support you need every step of the way.