WHAT IS GUARDIANSHIP?
Guardianship is a process by which the Court appoints a person to handle the affairs of an incapacitated person or a minor child. Julie has served as a Guardian of the Person and Property for hundreds of individuals. She currently serves as Guardian of the Property for incapacitated adults and minor children. Many of the clients Julie serves have family members who could serve; however, the Court system can be daunting and many family members prefer professional involvement.
Duties (Services) of a Guardian of the Property:
In addition to basic guardianship duties, the following care management services are also available:
Guardianship is a process by which the Court appoints a person to handle the affairs of an incapacitated person or a minor child. Julie has served as a Guardian of the Person and Property for hundreds of individuals. She currently serves as Guardian of the Property for incapacitated adults and minor children. Many of the clients Julie serves have family members who could serve; however, the Court system can be daunting and many family members prefer professional involvement.
Duties (Services) of a Guardian of the Property:
- Marshal all assets.
- Secure all property.
- Pay bills.
- Negotiate with creditors.
- Plan and implement budgets.
- Monitor investments.
- Serve as payee for all income.
- Apply for benefits.
- Handle legal matters, including consulting with attorneys regarding personal injury cases, medical malpractice claims, Worker's Compensation cases, criminal cases, bankruptcies and other legal issues.
- Apply for insurance (health, vehicle, homeowner's).
- Review and manage all insurance claims.
- Prepare Annual Accountings to be filed with the Court.
- Report to family members.
In addition to basic guardianship duties, the following care management services are also available:
- Recommend and order medical equipment.
- Schedule medical appointments and monitor healthcare.
- Communicate with medical providers and family members.
- Assist with placement in nursing home and assisted living facilities.
- Make recommendations for social activities.
- Arrange transportation to social events, medical appointments and routine activities.
Julie M. Goddard, Trustee
PO Box 273792
Tampa, FL 33688
Phone: (813)961-4240
Fax: (813)961-1668
PO Box 273792
Tampa, FL 33688
Phone: (813)961-4240
Fax: (813)961-1668
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