Downsizing and moving can be a daunting process. With over 20 years experience in the field of estate administration, we will assist you and your loved ones through this transition with grace and dignity. In many cases, time is a factor--having the right resources at your hand can make the difference between a positive outcome or a negative experience. Whether you are downsizing on your own, or coordinating with family members, we can act as a liaison with all parties involved and outline a plan that will help you feel in control and happy with the results.
You may need help with only one step of the downsizing process, or would like continued assistance before, during and after your move. Our experts will provide that helping hand, along with insight into options available and foresight designed to avoid potential difficulties.
Along with our professional partners, we can provide you with:
- Additional options
- Proactive solutions
- Increased control over your move
- Reduced stress
- A more positive outcome
Annual accounts required of court appointed Conservators can be time-consuming and costly. Familiarity with both the account formats and local rules is essential in order to avoid lengthy audit processes. With over 20 years experience preparing both court and trust accounts, we can assist you or your attorney to gather the required documentation, draft the account, and file with the court. We also specialize in correcting accounts that have been rejected and responding to court audit requirements. Should your situation require investigative accounting, we can provide this service. Working with you or your attorney, Guardian's low hourly rate will save you thousands of dollars.
If you are a trustee of a Trust requiring annual income and/or principal distributions, your situation also likely requires the preparation of an annual account. Guardian will draft and update your Trust account on a monthly basis, keeping you abreast of the status of the assets and any distributions that may be due. Our fees are significantly lower than those charged by law firms or CPAs.
Need a hand ensuring that monthly bills are paid in a timely manner? Choose Guardian's bill-paying service to ensure that your bills are paid on time and no late fees incurred. We can also assist you to set up automatic bill paying with your financial institution.
Beverly Lagarde, founder of Guardian Estate and Transition Services, is a seasoned estate administration paralegal. She has successfully assisted families through life transitions and asset dispositions under a wide variety of circumstances. The wealth of knowledge gained working closely with appraisers, auctions, realtors, courts, and other professionals, combined with superb organizational and estate management skills and extensive public relations training, will work toward your benefit as you partner with Guardian.
When you choose Guardian, you will also have the advantage of working with pre-screened movers, appraisers, auction houses, consignment venues, realtors and other service providers. Each of Guardian's partners were chosen based on their experience, reliability, quality of work, superior customer service, and high recommendations.
Our company is based on the belief that our customers' needs are of the utmost importance. We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
Let our experience guard your interests.
1153 MD State Route 3N, Suite 16
Crofton, MD 21114
Mon - Fri: 9AM - 6PM (arrangements can be made for rush projects)
Sat: 10AM - 6PM (we remain on-call for emergency situations)