Financial Management and Guardianship

Financial Management

This program ranges from Representative Payee to a Conservatorship.  Whether an older adult would like someone to manage their resources, or if a referral has been made by an outside source, ElderServe can help.  Referrals are received from the Social Security Administration (SSA), Veteran’s Administration (VA), Adult Protective Services (APS), Jefferson District Court, attorneys, and trust officers.


ElderServe serves as the court-appointed guardian to provide care for adults who are unable to manage their own affairs and may be at risk of neglect, abuse, and/or financial exploitation.  This program includes:

  • Management of financial resources by bonded and insured staff members
  • Arrangement of appropriate, safe, and affordable housing
  • Arrangement of medical, education, social, vocational, and rehabilitation services
  • Planning for final arrangements


For more information regarding these services please call 502.587.8673.