Special Needs Planning

Understanding Guardianships & Conservatorships

A guardian or conservator is appointed when an individual is incapacitated and can no longer handle their own affairs, medically or financially. A guardian protects your loved one’s health and well-being, and a conservator protects their finances.

If a spouse, sibling, or parent did not create a power of attorney before becoming incapacitated, you won’t be able to help them without first petitioning the court for guardianship or conservatorship status. The court must approve the petition and agree with medical evidence supporting the degree of incapacitation. 

Begin your special needs plan today by calling us at (385) 481-5276 or using our online form.

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Guardianship & Conservatorship

A guardian or conservator is appointed when an individual is incapacitated and can no longer handle their own affairs, medically or financially. A guardian protects your loved one’s health and well-being, and a conservator protects their finances.

If a spouse, sibling, or parent did not create a power of attorney before becoming incapacitated, you won’t be able to help them without first petitioning the court for guardianship or conservatorship status. The court must approve the petition and agree with medical evidence supporting the degree of incapacitation. 

Begin your special needs plan today by calling us at (385) 481-5276 or using our online form.

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