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Guardianship Specialists provide professional advocacy for individuals without family members or other supports systems in the areas of medical, legal and personal finances.

Levels of Guardianship:

Guardian of Person -

  • Ensures ward's personal needs are met
  • Advocates for necessary services
  • Consents for medical procedures and treatment
  • Advocates for least restrictive placement setting

Guardian of Estate -

  • Ensures financial obligations are met
  • Applies for local, state and federal programs, such as social security, medical assistance/medicare, and food share
  • Ensures ward's personal property is protected

Representative Payee -

  • Appointed by SSA to receive Social Security and/or SSI benefits to manage the beneficiary's money
  • Uses benefits to pay for the current and foreseeable needs of the individual
  • Properly saves any benefits not needed to meet current needs
  • Files annual representative payee accounting report to social security administration
  • Keeps records of all payments received and how they are spent and/or saved
  • Completes written reports accounting for the use of funds

 *Now serving Dane, Jefferson, Rock, Walworth, Dodge and Waukesha counties. 

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