Solid Oak Financial Services, LLC has acted as a conservator for individuals across Minnesota. These individuals have had mental health disabilities such as dementia, schizophrenia, TBI (traumatic brain injury), low-cognitive ability, and special needs among others.
A responsible conservator is essential in a financial or mental health situation. Whether you are here as a family member, social worker, lawyer, or government employee, Solid Oak Financial Services is ready to answer your questions and work with you to assist the individual. Contact our team today.
SOLID OAK FINANCIAL SERVICES’ CONSERVATOR SERVICES
Mental Health Conservatorship
Protecting the individual’s rights is paramount. Mental health conservatorships are useful to ease the burden on the family while protecting the rights, financial situation, and living situation of the conservatee.
In situations where near-immediate action needs to be taken, emergency conservatorship can halt financial exploitation. Those with mental health issues may have deteriorated to a point where an emergency conservatorship can be granted. Solid Oak Financial Services can act as both emergency and permanent conservator for your conservatee.
Government Benefit Navigation
Finding out what benefits an individual qualifies for and navigating the application process, much less using the benefits, can be very confusing. A conservatorship with Solid Oak Financial Services allows our team to manage government benefits on behalf of the conservatee, and make sure they are getting everything they qualify for and deserve.
People may try to take advantage of an individual through phone scams, pressure from those in power, or even within the individual’s family. Solid Oak Financial Services will fight to protect the conservatee from financial manipulation and protect their future.
Entering into contracts or signing official documents can feel overwhelming for the individual with mental health disabilities. Solid Oak Financial Services can make sense of contracts and provide guidance and decision making for the conservatee.
Estate Management & Dispersal
Upon the death of a conservatee, Solid Oak Financial Services is there to conclude administration of their estate by distributing property to the representative of the estate, as well as file a final financial report.
Securing and managing property, real estate, financial assets, and other assets can frustrate and exacerbate mental health issues or disabilities. A conservatorship with Solid Oak Financial Services allows our team to manage those assets in the interest of the conservatee.
Solid Oak Financial Services’ Conservator Experience
- 30+ years of experience working with individuals with developmental delay, cognitive delay, speech impairment, autism, and emotional behavior disorders, along with coordinating services and goals for program planning.
- 20+ years of experience in adult mental health, guardianship, and cognitive disabilities, along with coordinating services and placements for mental health stabilization.
- 15+ years of experience in finance, including banking, birth records, vehicle and mobile home titles, and licensing.
What Is A Conservator?
Conservators are appointed to make financial decisions for an individual or conservatee. These decisions might be: entering into contracts, paying bills, making investments, and more.
The conservatee doesn’t have to be incapacitated in all areas of life. A conservator is appointed on showing that the conservatee needs assistance – or doesn’t have the ability – to manage his or her financial affairs.
A balance needs to be maintained between helping adults make their own decisions and allowing them to maintain as much freedom as possible.
Solid Oak Financial Services’ Conservator Philosophy
Solid Oak Financial Services, LLC, strives to provide a person-centered conservator program to identify the best financial options for our clients that allows them to continue to live their best life without the burden of financial management.
Get In Touch
For more information about conservatorship services, contact Solid Oak Financial Services, LLC through our form or by calling today.