As guardian of the estate, we manage and protect a child's income, assets, and other property until he or she reaches adulthood.

  • We complete and maintain accurate financial records, including records of every transaction associated with the estate.

  • Make an inventory of the estate assets and their locations and values, and report this inventory to the court 

  • File annual reports detailing the value of the estate, the income of the estate, the ways in which the estate is invested, any income to or expenses of the estate 

  • Protect the estate assets in the appropriate manner 

  • Manage the assets in a responsible and conservative manner (no risky investments) 

  • Pay debts and expenses (including medical care and education)



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