Complete Care Life Plans
Comprehensive fiduciary services, conservator, and trust management
About Us
Our Team
At Complete Care Life Plans, our team is dedicated to providing personalized fiduciary services that prioritize the well-being and best interests of our clients in their life's journey. We are committed to delivering ethical and reliable support to individuals and families in need of professional fiduciary care.
Services Availaable
What is a fiduciary anyway?
A fiduciary is a licensed professional designated to manage a client's affairs and assets according to their expressed and best interests. When a person is unable to care for themselves in one way or another, the fiduciary steps in to handle setting up care services or placing them in a care facility. We manage their assets and estates for their benefit and make decisions for them when they cannot do so themselves. See below for the specific services offered and how they may best serve you or your loved one.
01.
Our conservatorship services are designed to ensure the financial, personal, and medical well-being of individuals who are unable to care for themselves. We work closely with families and healthcare professionals to manage the affairs of our clients with compassion and expertise. As a licensed fiduciary it is our legal duty to put the best interests of the client first.
02.
Creating and managing special needs trusts requires a deep understanding of the legal and financial complexities involved. Our team excels in tailoring trust solutions that protect the future of individuals with disabilities while preserving their eligibility for public benefits.
03.
As court-appointed guardians, we take on the responsibility of ensuring the safety and well-being of individuals who are unable to make decisions for themselves. Our approach is rooted in empathy and professionalism, empowering us to act in the best interest of those under our care.
