VIGILANT FINANCIAL GUIDANCE for conservators, guardians and other fiduciaries

Whether you are a professional conservator or guardian who manages a multitude of cases, or a family member navigating a conservatorship or guardianship for a loved one, you can count on Lockwood & Like Wealth Advisors of Raymond James for knowledgeable and trusted financial guidance.

We have more than 20 years of experience in helping conservators, guardians, trustees, attorneys, paralegals and family members fulfill their fiduciary responsibilities. We believe that hiring an experienced financial team is essential to mitigating complications of complying with both the administrative duties of financial management and the legal obligations of managing money for another person.

We are well versed in the entire process, from opening accounts to applying appropriate restrictions, as well as adhering to withdrawal requirements and providing appropriate documentation for your fiduciary reporting. We look at full-year cash flow needs upfront to pursue sufficient liquidity to avoid the unfavorable position of having to liquidate equities at an inopportune time. We are aware of prudent investment standards and can help you manage distributions with the goal of making the money last.

We help you abide by court orders, whether submitting a signed acknowledgement of restriction of assets or funding the account within court established timelines. We work closely with legal counsel on getting funds released and distributed, and we work to ensure that money is not inadvertently released without appropriate court authorization.

We understand that some counties have unique judicial standards, and we have significant experience complying with the more restrictive language required by courts in Clark County here in the state of Washington and the following Oregon counties: Multnomah, Washington, Marion and Clackamas.

Above all, we understand that serving as a conservator or guardian can be complex and involve a dizzying array of legal, social and financial factors, and that frequently there are significant emotional aspects to consider when it involves a family member with physical or mental challenges. While we manage the financial matters for our clients, we never forget that behind every account there are human beings and their families. It is why we are so passionate about maintaining our client-first standard of service.