Welcome to Probate and Fiduciary Services LLC, your trusted partner in providing comprehensive
conservatorship administration in Poquoson, VA.
Serving Hampton, VA, and surrounding areas including Richmond, VA, we specialize in offering professional
and compassionate support to individuals who need assistance managing their responsibilities in their conservator capacity.
Our experienced paralegals are dedicated to ensuring that your conservatorship needs are met with the
utmost care and expertise.
What is Conservatorship?
Conservatorship is a legal process whereby a court appoints an individual or organization to manage the
financial and/or personal affairs of someone who is unable to do so themselves due to incapacity or incompetency.
This responsibility is vital in protecting the interests and well-being of those who cannot manage their own
affairs.
Our Conservatorship Services:
1.Identifying what assets are in the conservatorship
2.Preparing a first inventory
3. Preparing accountings to the Commissioner of Accounts
Understanding the Conservatorship Process:
1. Initial Consultation
– We begin with a comprehensive consultation to understand the specific needs and circumstances of the
individual requiring conservatorship. We require you to provide us with your court order.
– We will explain the court requirements and timelines, answer any questions, and outline the steps involved in establishing a conservatorship bank account and assist in transferring the assets into the conservatorship.
2. Inventory
-We will advise what documents you need to provide us so we can prepare your inventory and then meet with you to review and sign and take care of getting it submitted to the court.
3. Accountings
-We will advise what documentation is needed to prepare your first 4-month accounting and meet with you to review and sign and take care of getting it submitted to the court.
-We will advise you what is needed to prepare your subsequent 12-month accountings for the term of the conservatorship.