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Trusted Conservatorship Support in Wisconsin
Managing finances can become challenging for individuals during certain stages of life, even when they remain fully competent. That's where conservatorship comes in—a legal process in which the court appoints someone to provide financial guidance and support.
At Epic Guardianship Services, we understand the importance of protecting an individual's assets and ensuring their financial stability. We are here to make the process seamless and provide guidance and peace of mind that any individual's financial needs are being managed responsibly and with care.
Contact us today to discover how we can support you or your loved ones.
Your Trusted Partner for Conservatorships in Wisconsin
Conservatorship is a court-supervised process where someone is appointed to help manage the financial affairs of an individual who is still competent but requires support with their finances. As a conservator, we take possession of the individual's real and personal property and make responsible decisions to retain, distribute, invest, or use those assets for their benefit and the support of any dependents.
As a conservator, our job is to ensure the individual's income and property are used to meet their needs. We also ensure that, if governmental benefits are involved, a representative payee is appointed if one is not already in place. At the end of the conservatorship, we deliver all remaining assets to the appropriate persons entitled to them.
Whether it's protecting assets, ensuring financial obligations are met, or notifying loved ones in case of events like the individual's passing, we handle every responsibility with care and professionalism.
Reach out to Epic Guardianship Services today to learn more about how we can help.
Epic Guardianship Services' Conservatorship Process
Our conservatorship process is designed to prioritize the well-being of our clients. Here's how we ensure success:
- Initial Consultation: We meet with the individual to understand their specific circumstances and identify the services they need.
- Court Approval: As court-approved providers, we handle all the paperwork and legal procedures for appointing a conservator.
- Customized Financial Plans: We develop a tailored financial management plan that aligns with the individual's needs and goals.
- Ongoing Monitoring: We conduct regular reviews and updates to ensure that the financial plan in place serves the best interests of our clients.
Types of Conservatorship Services We Provide
At Epic Guardianship Services, we understand that every individual has unique needs when it comes to managing their personal and financial affairs. That's why we offer a variety of conservatorship solutions tailored to meet these diverse requirements. Our services are designed to provide compassionate and professional support, ensuring the well-being and security of those we serve.
General Conservatorship
This comprehensive service provides full financial and personal management for individuals who are unable to oversee their own affairs due to physical, cognitive, or emotional challenges.
- What We Do: Manage daily financial responsibilities, such as paying bills, overseeing budgets, and safeguarding assets.
- Who We Help: Adults requiring full support to handle complex financial and personal decisions.
- Goal: Provide peace of mind for families while maintaining the individual's dignity and ensuring their basic needs are met.
Limited Conservatorship
A limited conservatorship is designed for individuals who retain the ability to manage certain aspects of their lives but require specific support in other areas.
- What We Do: Assist with focused responsibilities, such as handling financial matters, coordinating medical care, or managing property.
- Who We Help: Individuals with developmental disabilities or mild cognitive impairments who are capable of maintaining some independence.
- Goal: Strike a balance between empowering the individual and offering the necessary support for areas they find challenging.
Specialized Services
We understand that managing finances can be challenging for individuals with unique needs. That's why we offer specialized financial management services designed to provide support, security, and peace of mind for disabled adults and seniors in Wisconsin.
Financial Management for Disabled Adults in Wisconsin
- Budget Planning and Maintenance: Developing and managing personalized budgets to ensure financial stability.
- Government Benefits Assistance: Helping clients access and manage public benefits and entitlement programs.
- Income and Asset Management: Safeguarding and overseeing income and assets for long-term security.
- Bill Payment and Account Oversight: Ensuring timely payments and accurate financial tracking.
- Fraud Prevention and Protection: Preventing financial exploitation and safeguarding assets.
- Estate Planning and Wealth Preservation: Assisting with strategies to protect and preserve financial resources.
Financial Management Services for Seniors
- Bill Payment and Account Oversight: Ensuring timely payments and accurate financial tracking.
- Fraud Prevention and Asset Protection: Safeguarding against financial exploitation and fraud.
- Estate Planning and Wealth Preservation: Supporting long-term financial security and resource management.
Frequently Asked Questions
A conservator is appointed by the court to manage an individual’s finances when they need assistance. This role often includes helping with estate planning, managing assets, paying bills, and ensuring the person’s financial future is secure.
The main difference between guardianship and conservatorship is the individual’s competency. Guardianship is for someone deemed incompetent by the court. Thus, a guardian is appointed to make decisions about their personal care and living arrangements. On the other hand, conservatorship is for someone still competent but needs help managing their finances. Conservatorship allows the individual to retain control over certain decisions.
A conservator is needed when someone is competent but requires help managing their finances because of reasons such as age, health issues, or developmental disabilities. Financial assistance is provided to ensure their estate and expenses are properly managed.
To appoint a conservator, a family member or concerned party must file a petition with the court explaining why the individual needs help managing their finances. The court will review the case, consider the individual’s circumstances, and decide if a conservator is necessary. If approved, the court will appoint a guardian or conservator qualified to provide financial assistance.
A special needs trust is meant to manage assets for a person with disabilities while ensuring they remain eligible for government benefits like SSI or Medicaid. In contrast, conservatorship involves a court-appointed person managing finances for someone who needs help with financial decisions. Both are meant to protect the individual, but a special needs trust focuses on preserving benefits, while conservatorship oversees financial management.
Why Should You Choose Epic Guardianship Services?
- Locally Owned & Operated
- Bonded & Insured
- Licensed
- Woman Owned
- Nonprofit
Epic Guardianship Services provides ethical, compassionate, and reliable care, ensuring every client receives personalized support to live with dignity and respect.