MAXIMUM LEGAL SERVICES CORPORATION
Conservatorships and Guardianships
Professional administration and fiduciary support from MaxCorp.
When an individual is deemed legally incapacitated (the “Protected Person”) and unable to manage their own financial affairs, the court may appoint a conservator. Legal incapacity may be based on a medical diagnosis due to an injury, illness, or disability. The conservator may assist with managing the Protected Person’s financial affairs, such as money, real estate and/or assets.
In certain circumstances when no family or friends are available or qualified to look after the personal needs and care of an incapacitated individual, the court may appoint MaxCorp as a legal Guardian to assist in managing the Protected Person’s personal affairs.
Serving as a court-appointed conservator and/or guardian, MaxCorp focuses on the well-being, care, and health of the Protected Person and acts solely with the Protected Person’s best interests in mind at all times. MaxCorp provides reports to the Court and other Interested Persons regarding the Protected Person’s assets (conservatorship) and the Protected Person’s well-being (guardianship).
MaxCorp’s duties and services as conservator and/or guardian may include:
- Reviewing and paying monthly and annual bills and expenses, including but not limited to mortgages, utilities and insurances, caregiver services, and medical bills
- Collecting income and receipts, including, for example, rent from real properties;
- Communicating with the Protected Person’s care team, attorneys, CPAs, insurance agents,
and other professionals; - Managing the Protected Person’s finances and assets in a prudent, diligent manner;
- Researching and advocating for any public assistance or government programs for the Protected Person;
- Maintaining detailed accounting and reconciling financial accounts on a regular basis;
- Accounting to the court and other Interested Persons in accordance with any court orders;
- Assisting in locating, placing, and transitioning clients to suitable care facilities, when appropriate; and
- Closing or terminating the conservatorship and/or guardianship upon the death of the Protected Person and transitioning any conservatorship assets to the Protected Person’s estate.
MaxCorp only serves as conservator OR conservator and guardian, and is not a party to the action to establish a conservatorship or guardianship. MaxCorp is not currently able to serve as only the guardian of the Protected Person. For inquiries regarding potential or pending conservatorship and/or guardianship court cases, please contact us.