Focusing on

What Matters Most

Guardianship of the Person, Guardianship of the Estate, and Case Management.

Our ultimate goal, after all, is not
a good death but a good life
to the very end.

Atul GawandeBeing Mortal: Medicine and What Matters in the End

We believe in focusing on our client’s life stories, their family, and what is important to them. We have a gentle and family-centered approach to case management, and we are not intimated by complex dynamics.

Legacy Guardianship was formed in 2018, but we have been involved in non-profit and private Guardianships since 2010.

Our Services


Guardianship of the Person focuses on the actual care of the individual, such as medical needs, personal needs, coordinating care, and placement in an appropriate setting. Guardianship of the Estate focuses on finances and property, such as managing income sources, safeguarding resources, and selling property when necessary.

Case Management

When a Guardianship isn’t necessary we offer Case Management Services for your loved one. We are often contacted by adult children who live far away from their aging parents and need help finding caregivers, scheduling and attending medical appointments, or applying for Medicaid. Sometimes the needs of an aging parent can be overwhelming for an adult child, and we are trained to handle exactly those kinds of situations.

Guardianship Training

Beyond teaching you the nuts and bolts of Guardianship, we can train you on the best practices for being a Guardian to your loved one. We will meet with you in person for a half-day training session and provide you with all of the materials you will need and will make sure you feel 100% confident in your ability to be a Guardian.

We are a team of Texas Board Certified Guardians with over 35yrs combined experience in social services.

Frequently Asked Questions

What are your qualifications?

We have a combined 25 + years of experience in Guardianship, and even more in the field of disability services. We are Texas Board Certified Guardians, Licensed Master Social Workers, Certified Life Coaches, and have multiple graduate degrees. We renew our Guardianship Certification every 2yrs with the JBCC by attending and conducting approved trainings and continuing education. We deliberately hire candidates with diverse working backgrounds so we have a wealth of knowledge and expertise to draw on. Above all, we love working with people and our passion for Guardianship drives us to work harder.

What are your rates?

We bill $100hr for Guardianship Services or Case Management Services (depending on the type of case), and .56 cents per mile for mileage reimbursement. This is the standard rate for professional guardians and geriatric case managers. We do not have a minimum charge or mandatory minimum for time, we simply bill for the time we spend and we strive to be as efficient as possible. For people seeking to name us as Agent under Medical POA in their estate plans, we have an annual retainer fee of $500 which covers two semi-annual meetings, file management, etc.

Do you have experience working with persons with Dementia and Alzheimer’s?

That’s what we’ve been doing all day, every day, for over a decade. Knowing how to communicate with people with dementia is one of the things that makes us so great at our job.

How often do you see your Clients?

We are required by law to see our clients at least once a month, but we prefer to see our clients more frequently than that. Better supervision = better care. We are careful with our time as to not create unnecessary costs to their Estates. Most of our visits occur 2-3x a month.

What are your working hours? What happens if there is an emergency on the weekend?

We typically work during normal business hours (Monday through Friday, 8am-5pm) but we are on call 24hrs a day 7 days a week. Sometimes we choose to work on the weekends because our clients need to be seen at that time or it makes more sense for our own family’s schedules. Our time with our own families is invaluable, so we try to not respond to issues outside of our chosen working hours unless it’s urgent.

Have you ever dealt with complex family dynamics?

The vast majority of our cases involve complex family dynamics or family dysfunction. Simply put, most happy and harmonious families don’t need a private Guardian to intervene. We have seen and heard it all.

Do you communicate with the family members of your clients?

Absolutely. We want the family members of our clients to be informed about their loved one, and their insight and values are hugely important in our decision making process. That being said, we often have to navigate family members who disagree about care decisions and ultimately prioritize the wishes and best interest of our clients. Sometimes the behavior of a family member prevents us from being able to work with them, such as when there has been abuse or neglect of our client. If the family members of our clients can’t be kind and courteous toward us we may also choose not to communicate with them. We will never be less than respectful to our clients and family members, and we expect the same from them.

How do you make decisions about your clients’ care?

We use a decision making principle called “Substitute Judgment,” followed by “Best Interest.” We first ask ourselves and collaterals what decision would our client have made for themselves, if they could make that decision. Simply put: what would he/she want? The next question we have to ask is “What is in his or her best interest?” Throughout that process, we are talking to our clients, talking to their caregivers and doctors, and talking to family members. We aren’t perfect but we always try to have a wholistic view of the situation. Lastly, we do everything we can to protect our clients’ freedom and rights while protecting them from harm. If it sounds like tight-rope walking, it’s because it is!

How do you select placements or caregivers?

We never align ourselves or contract with one specific care facility or caregiving agency. Every choice is made on a case by case basis based on our clients’ needs. We never accept “kick-backs” or incentives from providers. We are continually updating our resource list and eliminating providers who aren’t meeting our standards.

Can I have a list of references who can vouch for your skills and qualifications?

We will happily give you the names and contact information of probate attorneys and service providers for references. Confidentiality prevents us from sharing the names of our clients or their family members.

Find out more about Guardianship, Case Management, and Referrals