Guardian of Estate Support for Vulnerable Adults
Reliable Estate Solutions helps adults in Southwest Ohio resolve financial barriers to care through responsible, court-appointed Guardian of Estate services.
Guardian of Estate Support for Vulnerable Adults
Reliable Estate Solutions helps adults in Southwest Ohio resolve financial barriers to care through responsible, court-appointed Guardian of Estate services.
When a vulnerable adult needs long-term care but unresolved financial matters are standing in the way, Reliable Estate Solutions helps bring order and accountability to the process by acting in a person’s best interest, also known as a fiduciary.
Appointed by Probate Court, a Guardian of Estate helps manage a person’s financial affairs, pay approved expenses, file required court reports, and work toward stability when Medicaid eligibility or care placement is affected.
Understanding the role
What is a Guardian of Estate?
A Guardian of Estate (GoE) is appointed by Probate Court to manage the financial affairs of a person who cannot manage those responsibilities on their own. This often happens when someone is facing medical, cognitive, or care-related challenges and needs help organizing assets, bills, and required court documentation.
Reliable Estate Solutions focuses on modest, uncomplicated estates where financial matters may be preventing someone from receiving stable care or qualifying for Medicaid benefits.
A Guardian of Estate will:
- Gather financial documents
- Identify assets, debts, and expenses
- Pay bills using the person’s estate
- Collect money owed to the person
- Deposit funds into a fiduciary account
- File required inventories and reports with the Court
- Sell assets when necessary and court approved
- Help resolve financial barriers to long-term care
who we serve
Who Reliable Estate Solutions helps
Whether you’re a family member navigating an unfamiliar process, or a professional seeking a reliable Guardian of Estate partner after Guardian of Person has been appointed, you’re in the right place.
Families &
Potential Clients
When someone you care about can no longer manage their financial affairs, the process can feel confusing and overwhelming. Reliable Estate Solutions helps explain the Guardian of Estate process and provides responsible financial oversight under Probate Court supervision.
Professionals &
Referral Sources
Reliable Estate Solutions works with Guardians of the Person, care facilities, Adult Protective Services, Probate courts, and other professionals when a person’s unresolved financial affairs are creating barriers to care.
Make a
Referral
Have a case that needs Guardian of Estate support? Use our referral form to share the details. We'll review the situation and follow up promptly to discuss fit and next steps.
why res exists
The gap that RES solves
Many vulnerable adults fall into a difficult middle ground. Their estate may be too large for Guardian of the Person agencies to handle, but not large or complex enough for attorneys to take on as a practical matter.
Reliable Estate Solutions was created to help with these mid-sized, modest estates, especially when unpaid bills, benefit transitions, or missing financial organization are delaying care.
The goal is simple: To help the person move forward with dignity.
scope of services
What RES Does - and Does Not Do
Reliable Estate Solutions can help with:
- Guardian of Estate appointments
- Financial record gathering
- Bill payment and expense tracking
- Fiduciary account management
- Court-required inventories and ledgers
- Coordination with Guardian of Person related to Medicaid eligibility
- Communication with care facilities and referral sources
- Quarterly visits and reviews with client
Reliable Estate Solutions does NOT provide:
- Legal advice
- Estate planning
- Tax advice
- Investment or financial planning
- Civil litigation
- Services for highly complex estates requiring attorney involvement
Some situations may require an attorney, especially cases involving multiple properties, business interests, out-of-state assets, or investment portfolios.
who we are
About Reliable Estate Solutions
Lori
Founder & Principal Guardian
Reliable Estate Solutions is led by Lori, a Nationally Certified Guardian of Person & Estate in Ohio.
service area
Where we serve
Reliable Estate Solutions currently serves Hamilton and Butler counties in Ohio, with openness to cases in additional counties.
Hamilton County
- Currently Serving
Butler County
- Currently Serving
Preble County
- Expanding
Montgomery County
- Expanding
Warren County
- Expanding