Frequently Asked Questions

  • WHO ARE YOUR CLIENTS? Our clients are typically older, disabled, incapacitated, and/or vulnerable adults—and are generally living along the Wasatch Front or in the surrounding areas. Our clients are referred to us from many sources including family members, trust officers, attorneys, and government agencies that deal with human services and/or abuse/exploitation.

  • DO WE NEED A COURT APPOINTMENT TO USE YOUR SERVICES? No. Only guardianship services require a court appointment. There is no need for a court appointment to have an assessment/ consultation, receive care management services, or power of attorney services.

  • WHAT IS THE DIFFERENCE BETWEEN A GUARDIAN AND A CONSERVATOR? A guardian (sometimes called a “guardian of the person”) is an individual or professional who has been appointed by the Court to make decisions related to personal and healthcare matters for an incapacitated person; these decisions are typically non-financial in nature. On the contrary, a conservator (sometimes called a “guardian of the estate”) is an individual or professional who has been appointed by the Court to make decisions specifically related to financial affairs. Generally, the guardian and the conservator are two different individuals or entities; however, both services may be provided by just one individual or professional party.

  • CAN WE CHOOSE JUST SOME OF THE SERVICES? Yes. Each client we serve has unique and special needs. Therefore, our services are custom-designed and tailored for every individual client.

  • WHAT ARE YOUR FEES? Fees are charged by the hour. Team members record work in 5-minute increments as services are rendered, and then billed at the end of the month.  Our team members have varied backgrounds and expertise, and therefore, have different billing rates ranging from $70 to $285 per hour, depending on the professional level of the team member, the specific service being rendered, and business hours.  A blended (average) rate is generally about $125 per hour. Costs tend to be higher at the beginning of a case but tend to decrease once significant issues have been addressed, the client (or Ward) is settled, and a plan is in place. 

  • CAN WE SCHEDULE A FREE CONSULTATION TO SEE IF YOU CAN HELP US? You may. One-hour (no charge) consultations are offered in our office or via phone for the purpose of determining how we may help meet your loved one’s needs.

Benefits of Service

  • FOR CLIENTS.  Safety, health, independence, quality of life, and personal control are focused on--and maximized. Stress is minimized as there is a healthcare professional to streamline processes, and to cut through the red-tape and complexities of the healthcare and service systems. Moreover, cost-savings are often realized as resources are utilized effectively and cost-effective options are implemented.

  • FOR FAMILY/SIGNIFICANT OTHERS. Services provided to your loved one will typically reduce the stress and increase the reassurance of busy and/or far-away family/significant others who care. Oftentimes, family can be just that—family, as opposed to being a manager of their parent or loved ones care needs. Additionally, it is far easier and less time-consuming for families to contact one professional who is assuring/coordinating care—as opposed to a multitude of care/service providers.

  • FOR TRUST OFFICERS/ATTORNEYS.  You will gain knowledge about your client through an assessment and a verbal and/or written report. And with continuous services, you will have peace of mind knowing that your clients’ safety and care needs are being attended to and met.