de Groots Guardian Services | Case Study

Vicky Martin, November 2018

Donald and Mary Jones* were an elderly couple who had one child, Alexander. Alexander has special needs and is not capable of managing his own financial affairs. Donald and Mary worried what would happen with the financial resources they left for Alexander after their deaths. They didn’t want a government department or large company taking charge of Alexander’s financial affairs. They wanted Alexander’s resources to be looked after by an organisation that would take the time to get to know Alexander personally and ensure that he was provided for the way they looked after him during their lifetime.

de Groots Guardian Services Pty Ltd is a company associated with de Groots wills and estate lawyers. Donald and Mary arranged for this company to be appointed as the trustee of the trust fund they had set up for Alexander upon their deaths. After their deaths, the company took control of the funds in Alexander’s trust and ensured that they were properly managed to ensure that all of Alexander’s needs were met. The small team associated with de Groots Guardian Services Pty Ltd has, over time, become familiar with Alexander and his needs through regular telephone contact with Alexander. The team members also visit him in his home on a regular basis to check that he has all that he needs to live comfortably. Alexander’s emotional needs are also considered and the team at de Groots is in regular contact with Alexander’s care organisation. Through this interaction, activities and programs have been identified and Alexander’s involvement with these activities has greatly enhanced his enjoyment and quality of life.

Whilst no organisation can replace Alexander’s parents, the personal attention that de Groots Guardian Services Pty Ltd has been able to provide to Alexander has been invaluable to him at a time in his life when he was grieving the death of his parents and having to adjust to a different lifestyle. He knows our team members personally and that he can pick up the phone to speak with them regarding anything that is worrying him.

If you would like to know more about the services that de Groots Guardian Services Pty Ltd can provide for your child or another vulnerable person who you care for, contact us on (07) 3221 9744.

*All names in this article have been changed, for privacy reasons.

Vicky Martin

Vicky Martin

Solicitor