Conservator

In concert with the Guardian and other interested parties, develop a plan to provide for the Ward’s care and protection.

Administration:

1. Locate, value and secure the Ward’s assets.

2. File Conservator’s Inventory With Financial Plan. 

3. Determine insurance needs.

3. Maintain proper accounting records.

4. File annual court reports.

5. Honor the Ward’s estate plan.

Investments:

1. Establish investment parameters and goals in conjunction with a risk tolerance analysis.

2. Invest the trust portfolio objectively, in a tax efficient manner, taking into consideration non-tax matters. 

3. Review the investment performance in light of the established goals and objectives and adjust the investments and parameters as necessary.