For clients who need assistance ensuring they are receiving their social security benefits, our payee services provide confidence their needs will be met. CIS interacts directly with social security administration on your behalf, submitting annual reports to make sure your benefits are in place, to report extra funding or to report if you have been institutionalized. In addition, CIS works closely with your care team to budget for your goals.
Through a conservatorship, our team can legally protect your finances / estate on your behalf. At your request, we work with the court systems to file a conservatorship petition, helping the safeguard the assets that are most dear.
Details upon request – please contact our offices for further inquiry.