Guardianship & Conservatorship

Independent Management Services provides professional guardianship and conservatorship services to help ensure that vulnerable individuals receive the care, support, and protection they need. Our team is committed to upholding dignity, transparency, and person-centered decision-making in every aspect of our work. Whether stepping in during a time of crisis or offering long-term support, Independent Managment Services works closely with families, service providers, and the courts to safeguard the well-being and rights of those we serve.

Guardianship is a legal arrangement where a court appoints someone to make important decisions for a person who is unable to make them on their own. This can include choices about health care, living arrangements, education, and other personal matters. Guardianship is meant to protect individuals who may be vulnerable due to a disability, illness, or age-related condition. The goal is always to support the person’s well-being while preserving as much independence as possible. Guardians are expected to act in the person’s best interest and with respect for their values and preferences.

Conservatorship is a legal process in which the court appoints a responsible person to manage the financial affairs of someone who is unable to do so themselves. This may include handling income, paying bills, managing property, and protecting assets. Conservatorship is often necessary when a person is at risk of financial harm due to cognitive challenges, illness, or disability. The conservator is required to act in the person’s best interest, keep careful records, and report to the court as needed. Like guardianship, conservatorship is designed to provide support while respecting the individual’s rights and dignity.

What is the difference between a conservator and a guardian?

A guardian is appointed to make decisions about a person’s personal life—things like where they live, their medical care, education, and daily needs. Guardians are focused on the person’s well-being and safety.

A conservator is appointed to manage a person’s finances and property. This includes paying bills, managing income or benefits, budgeting, and protecting assets.

In some cases, one person may serve as both guardian and conservator, or different people may be appointed for each role. The court decides what kind of support is needed based on the person’s specific situation.

There are many reasons a person might need a guardian or conservator. You may need one if you’re unable to make safe or informed decisions about your personal, medical, or financial matters due to a condition that affects your ability to understand information or communicate your needs. This can happen because of a developmental disability, serious mental illness, brain injury, dementia, or other cognitive impairments. Sometimes, even temporary situations like a serious accident or illness can lead to the need for support from a guardian or conservator.

Having a guardian or conservator can help protect you from harm, prevent financial exploitation, and ensure that your daily needs are being met. It can also give your loved ones peace of mind knowing someone is legally responsible for helping you navigate important decisions. The goal is always to support your independence as much as possible while making sure you have the help you need when you need it.

Appointment happens through a legal process in court. A judge will review evidence that the person needs help with decision-making and determine what level of support is necessary.

A power of attorney is chosen by the individual while they are still able to make decisions, and it can be revoked. Guardianship/conservatorship is court-ordered and is used when someone can no longer make decisions on their own.

Meet The Team

Meet the team

Kathy Goergen

Guardianship Director

Krista Bonzer

Guardianship/ Conservatorship Assistant Director

Hannah Andersen

Office Support

Tracy Berg

Guardianship Agent

Stephanie Diaz

Guardianship Agent

Jeanne Gerlach

Accounting Specialist

Jenn Hanson

Office Support

Jessica Hanson

Guardianship Agent

John Julson

Guardianship Agent

Karen Larson

Guardianship Agent

Wendy Stevens

Guardianship Agent

Peggy Teigen

Guardianship Agent

Tammy Winch

Guardianship Agent

Susan Wittkopp

Guardianship Agent

Referrals

For more information on our Guardianship & Conservatorship Program please complete the forms below. Completed forms can be emailed to our intake coordinator at info@imsofmn.com or faxed to 507-437-0977