Sample of Services Provided

• Confirming that the formal requirements under the substitute decision making document are met before assuming responsibility of the client’s financial affairs or where no such documentation exists, working with the client’s advisors to apply to the Court for formal appointment

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• After appointment compiling and accounting for all of the client’s financial assets and liabilities

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• Ensuring that the assets have proper insurance and are effectively safeguarded

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• Arranging for the professional management of all of the client’s assets, which may require the hiring of experts such as investment managers or real estate property managers

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• Monitoring and reporting on a regular basis the management of the client’s assets and the performance of any third parties hired to manage those assets

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• Collecting the income earned on the client’s assets

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• Payment of all the client’s proven debts and expenses

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• Filing income tax returns and paying any outstanding tax liabilities;
   

• Representing the client in any legal proceedings

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• Providing accounting to the family or Public Guardian and Trustee on a regular and periodic basis to demonstrate proper and professional management of the client’s financial affairs

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• Completing the final distribution of the assets back to the client upon their recovery or to their estate upon their passing.