Adult Guardianship

Helps low-income seniors and adults who can no longer manage their own finances avoid falling behind on bills or losing their housing. The Bloom Group acts as a trustee, creating a budget, paying rent and other bills, filing taxes, and administering pension income, including applying for the Guaranteed Income Supplement. A Pension Management Contract has a $25 opening fee, a $60 monthly fee, and a closing fee. A Discretionary Trust option exists for people with a Person with Disabilities designation who receive a lump sum. Referral and a signed application package of originals only are required to start, and approval can take 6 to 8 months because of federal review.