When an individual is unable to manage their own financial affairs due to age, illness, or incapacity, the court may appoint a Conservator or Guardian of the Estate to oversee and protect their assets. Caliber Fiduciary PLLC offers professional, court-appointed fiduciary services to manage financial matters responsibly, ethically, and in full compliance with legal requirements.

Please note: We serve only as Conservator or Guardian of the Estate (financial matters). We will hire and supervise caregivers, but our skill and expertise is not in providing personal care, healthcare decision-making, or living assistance for the person. There are many talented and compassionate caregivers who can fill this role. 

Our responsibilities may include entering into contracts, supervision of agents, managing bank accounts, handling investments, paying bills, collecting and accounting for estate income, and preparing and filing required reports with the court. Caliber Fiduciary PLLC acts solely in the best interests of the protected person, ensuring their personal business is properly managed and that their financial resources are safeguarded for their ongoing needs.

If you need a reliable, impartial fiduciary to serve in this oversight role, our experienced team is here to help with professionalism, transparency, and a strong commitment to fiduciary duty.