Conservator of the Estate
When serving as Conservator of the Estate of an adult (Conservatee), our responsibilities include:
- • Identifying, collecting and safeguarding assets belonging to the Conservatee
- • Collecting and managing the Conservatee's income
- • Overseeing the investment and management of the Conservatee's assets, including coordinating with qualified investment advisors when appropriate
- • Developing and monitoring a monthly budget in consultation with the Conservatee and/or family members when appropriate
- • Selling assets when appropriate or necessary
- • Overseeing the maintenance and management of real estate
- • Preparing and filing periodic accountings of the financial activity of the conservatorship estate with the court, as required by law
- • Arranging for the preparation and filing of the Conservatee's annual income tax returns
- • Addressing other financial, legal and tax issues that might arise