A conservator is an individual who is appointed by the court to “conserve” and manage the assets of another individual. It is not necessary to be appointed as a person’s guardian in order to protect their property and finances. There are a number of things the court takes into consideration when determining if an individual needs a conservator. The main thing considered is if the individual has assets that may be wasted or lost because they are unable to protect themselves from coercion, exploitation or theft.

Our office serves as conservator for individuals who are incapacitated, vulnerable, developmentally disabled, suffer from severe mental illness or are minors. We work according to the Prudent Investor standards to protect the assets of the vulnerable. We strive to ensure our client’s resources are maximized to the fullest extent possible and are used to maintain them in the same standard in which they are accustomed to living.

As a professional fiduciary, Entrust is required to bond in all court-appointed cases. Entrust posts a bond to cover the assets under its management plus one year’s anticipated income.