Estate Guardianship & Conservatorship Administration Services

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Guardianship Services

At Midland, we have years of experience in administering court-ordered guardianships and conservatorships. We provide personalized services, handling every interaction with compassion and understanding.

Understanding Guardianships:

Guardianship of the Estate or Property

Midland frequently serves as the guardian of the estate, managing finances for minors or adults with disabilities. We handle all necessary court accountings and filings, taxes, and ongoing budgeting to support the individual.

Guardianship of the Person

This guardian is responsible for health and care decisions for a minor or adult with a disability. While Midland does not serve as guardian of the person, we work closely with these individuals so that the ward’s needs are met.

When Is a Guardianship of the Estate Necessary?

Guardianships/conservatorships may be necessary for several reasons, such as:

A minor receiving a significant amount of money through inheritance or a court settlement.
An adult unable to manage finances due to injury, illness, or age-related conditions.
A minor or incompetent adult receiving proceeds from a personal injury or wrongful death lawsuit.

Partnering with Midland provides peace of mind, knowing your client or loved one is in capable hands. We offer competitive fees and strive to reduce costs to maximize savings.

father and special needs daughter embracing outside

Our Guardianship Administration Services

As guardian/conservator of the estate or property, we manage your loved one’s affairs through the following services:

Establishing a monthly budget
Determining overall cash flow needs and living expenses
Paying ongoing medical expenses
Preparing state and federal income tax returns
Investigating and pursuing all available public benefits (e.g., Social Security, Medicaid)
Paying bills and ongoing expenses
Coordinating medical insurance payments
Preparing annual court accountings
Investing and managing all assets, including real estate
Assisting in establishing Special Needs or OBRA ‘93 trusts to protect current or future eligibility for Supplemental Security Income and Medicaid benefits

A Customized Approach for Every Situation

We pride ourselves on service, delivering value through experience, objectivity, and compassion. Dedicated to our clients, we advocate for trust beneficiaries and their families with empathy and respect. Understanding the unique circumstances and challenges you face, we help find solutions and alleviate stress. Midland may serve as your fiduciary, as we have for so many others.

Attorneys & Consultants

Our team has spent years working with attorneys, consultants, and other advisors to determine appropriate courses of action for our mutual clients.

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Beneficiaries & Families

Experience peace of mind knowing your loved one's assets are in capable hands. Let us help you through this challenging time.

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Your Trust, Our Commitment

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Frequently Asked Questions

What is a guardian or conservator of the estate?

A guardian of the estate or property, sometimes referred to as a conservator of the estate or property, is a person or entity entrusted with the care and assets of a minor or legally incompetent adult. A court appoints the guardian and supervises for as long as the guardianship continues. Midland has a long history of acting as a guardian/conservator of the estate for minors or adults with disabilities to preserve and protect a ward's assets.

How long do guardianships last?

A guardianship of the estate for a minor with no disabilities ends when they turn 18. An estate guardianship for an incompetent adult ends when they no longer have a disability or after their death.

What is the difference between a court-ordered guardianship and a conservatorship?

This varies state to state. A guardian of the estate or property, sometimes referred to as a conservator of the estate or property, is a person or entity entrusted with the care and assets of a minor or legally incompetent adult.

Who may act as a guardian?

Anyone over the age of 18 who is mentally and legally competent may be a guardian. Other state-specific stipulations may apply. A banking institution or other entity may serve as a guardian of the estate but not the person.

What is a limited guardianship?

A limited guardianship is used when an individual with disabilities may make some decisions regarding their person or estate. A limited guardian only makes decisions about personal care or finances that a person with disabilities is unable to make as determined by the court.

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