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Trusteeship - Review Application

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Product Description

This service includes our Guardianship and Trusteeship Coordinator guiding you through the Trusteeship review application process.

Sage will provide:

  • A checklist of documents and information that needs to be gathered.
  • A copy of a blank capacity assessment.
  • One on one coaching through the process.
  • Completed review application paperwork for Trusteeship, when the proposed adult has little to no assets. No forensic accounting provided.
  • Commission of documents.
  • One time correction of errors and initialing of such if the order is not granted because of these errors.

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