|
|
Frequently Asked Conservator Questions |
 |
Question: Who is entitled to see the documents
Accounting For Everything Prepares?
Answer: All of the documents and reports we
prepare may only be viewed by the people the court
has approved to see them, which usually includes family members. If there is any question as to who is
eligible to see the documents it is the person who has been appointed as
the Conservator that will make any and all decisions that we will abide
by. The privacy of these documents is of the utmost concern to us,
and they will only be allowed to be viewed by those who are authorized,
in writing, to see them.
By law, we can only meet with and discuss matters relating to the Conservatee
with the Conservator, and only they have the authority to chose who else will be allowed to
attend these meetings.
If you feel you should be a part of these
meetings, but are being excluded, it is up to you to seek out a legal
remedy, and have the court notify us in writing that you are to be
authorized to attend these meetings and see specific documents or all of the materials we
prepare.
Question: What
exactly does Accounting For
Everything Do?
Answer: We maintain complete
records of all
income and expenses incurred by or on behalf of the Conservatee.
We are then able to accurately prepare court required documents, plus
provide the Conservator or Guardian with a complete accounting of all
transactions. These documents are forwarded to the Conservator who
then presents them to the court as required, and also decides who shall
see the documents. If you wish to see the documents and the
Conservator is preventing you from doing so, you must appeal to the
appropriate court for a legal solution. Under no condition will we
forward any documents to anyone other than the Conservator, Guardian, or
a court appointed legal representative.
Only Lawyers approved or appointed by the court shall have access to any
documents. Under no condition do we communicate or take calls or
correspondences from people, lawyers, or companies that are not court
authorized. If you feel you should be able to talk directly with
us and the Conservator is preventing you from doing so, you must contact
the court and have them put into writing that you are authorized and to
what capacity.
Question:
Do you have procedures to prevent fraud?
Answer:
We diligently monitor for fraud and unauthorized transactions for each and
every bank, brokerage, and financial account. Every transaction is entered into
our accounting program, allowing us to generate reports for use in court,
as well as to properly inform the Conservatee, the Conservator, and
those appointed by the court.
We maintain a very strong checks and balances system to allow you to
evaluate our performance. All of the bank and financial
institution statements are mailed and/or emailed to the Conservator
and/or their legal representatives.
We carefully reconcile each and every account on a monthly basis and
verify that no inappropriate transactions have occurred. If we
suspect fraud we verify the financial transaction as to who made it, for
what purpose it was incurred and was it to the benefit of the
Conservatee. We also evaluate if the expense incurred is
reasonable or is there some unacceptable gouging.
Question:
How does Accounting For Everything prevent people from impersonating the
Conservator?
Answer:
When a Conservator wishes to speak with us, they call and make a request
for information. The call is then ended at that moment. We
then call the Conservator back at a phone number that is the only
acceptable phone number registered with us. We also follow up with
an email to the conservator's specified email address stating we just
had a conversation.
All emails received must come from the email account and mail server of
the Conservator. We do this by verifying the source code of the
email.
If we suspect an unauthorized person is trying to get information or
documentation from us, we report the matter to the Court and the
Conservator. We will not forward any information or documents
until we are fully confident they are a person authorized to receive the
information.
In addition, most documents are loaded onto a secure website and then
must be downloaded by the Conservator or authorized person, versus us
sending an email with a document as an attachment. We provide a link to
the page, however, it requires the Conservator's log in information to
access the secured page.
The hardest part of being a Conservator is the paperwork. We
generate financial reports as well as many of the documents necessary
for submission to the court to maintain accurate records of all.
|
|
|
| |
Serving Burbank, CA; Glendale,
CA; North Hollywood, CA; Sun Valley, CA; Los Angeles, CA; Toluca
Lake, CA; Valley Village, CA; Studio City, CA; Atwater Village, CA;
Los Felix, CA; Silver Lake, CA |
