SIGNIFICANT ASSET CLIENTS REFERRAL PROGRAM

Prior to becoming guardian, CARE rarely knows much, if anything, about a client’s financial situation. From time to time CARE discovers that a client has “significant assets” and therefore capable of sustaining the costs of a professional, for-profit guardianship service. While CARE will serve as guardian for any individual that meets its acceptance criteria, our non-profit mission is focused on meeting the guardianship needs of unbefriended, indigent clients.  Every client with “significant assets” we serve is one less indigent client we have the capacity to serve.

The CARE Board of Directors has established the Significant Asset Cases Referral Program through which any CARE client found to meet the “significant asset” threshold (as periodically defined by the Board of Directors) may be referred out to a “qualified professional guardian” to become guardian.  Referrals are made on a sequential rotating basis among a list of “qualified professional guardians” maintained by the CARE Board of Directors. 

To learn more about this program, click here for a Fact Sheet.

Individuals and entities wishing to participate can download an application in either Word or PDF format.