Angelique’s knowledge of people experiencing dementia, self-neglect and exploitation enables her to quickly assess the associated problems and intervene with the most humane, respectful approach possible. As Conservator of the person and/or estate, she:
- Locates and safeguards assets
- Oversees medical and personal care
- Advocates on behalf of clients
- Submits court accountings as required
Usually an attorney representing the conservatee recommends to the court a conservator, which usually is a family member or fiduciary. The court approves the conservator after an investigation to manage a conservatee’s daily needs and financial assets. The conservator must follow the law and act in the best interest of the conservatee with the highest trust, accountability and responsibility.
- Supervise medical care, insurance benefits, and disability benefits
- Arrange a living facility
- Manage personal care needs
- Monitor meals and clothing
- Manage home care services
- Arrange housekeeping services
- Arrange transportation and daily activities
- Manage financial assets
- Provide record keeping and accounting services
- Coordinate a team of advisors as needed
- Assure that the appropriate California and Federal Income tax returns, including the estate/gift tax return, are filled out properly and filed on time.
- Organize and handle all mortuary and cemetery arrangements
- Provide court accounting and conservatee’s current status report
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