How We Work
From first contact to closing.
01
First contact
We talk with the referring attorney, family members, or the court to understand the person's situation.
02
Assessment
We look at the person's living situation, health care, and finances.
03
Appointment and filings
For court matters, we work with the attorney on the filings and accept the appointment.
04
Day-to-day management
We handle the person's finances and decisions and work with their providers, facilities, and agencies.
05
Reporting
We keep detailed records and report to the court, attorneys, and families as required.
06
Closing
When the appointment ends, we help with final accounts and with passing assets on as required.
The people we work for often can't speak up for themselves. Our job is to do that carefully and to keep good records of what we do.