For Professionals

Corporation of Guardianship (CoG) places great value on its long-standing cooperative working relationships with key agencies, institutions, and stakeholders throughout North Carolina and across the country. Collaboration with the legal and financial communities is central to the work that CoG does and not only benefits the clients themselves, but the professionals as well.

We're Here to Assist You & Your Clients

We already enjoy strong working relationships with a vast network of professionals who share our vision of a better life for older adults and persons with disabilities, and we are always seeking opportunities to cultivate new partnerships that will allow us to provide more holistic and comprehensive services. CoG receives referrals from and makes referrals to a wide variety of professionals who work to support the needs of individuals with disabilities and older adults.

Whether you are an attorney, financial planner, non-profit or for-profit provider of services, we are here to assist you and your clients in navigating the services and supports available for older adults and individuals with disabilities. We can meet with you and your client at his or her home or business, at your office, at our office, or virtually to discuss our services and assist in identifying the best approach to meet the needs of your client.

AN IMPORTANT NOTE TO ATTORNEYS

CoG strongly discourages attorneys from naming us in legal documents without consulting with us first. While anyone can nominate us to serve in any legal document, CoG may not have the resources or capacity to accept all appointments. Click here to learn more about CoG’s intake process.

Referrals

To refer a prospective client to CoG, please contact our Executive Assistant or In-House Counsel to discuss the specific circumstances of the case. We will then schedule a meeting, either in person or over the phone, with the prospective client and/or their representative.

Please visit FORMS for helpful information and documents related to CoG’s services – including our current fee schedules. CoG’s required client intake form will be provided via email link as it is individualized to each client’s needs within our double-encrypted, secure portal.

We strongly encourage all attorneys to refer to the below “Cheat Sheets” for drafting client documents.

Power of Attorney

Once executed, please provide CoG with either a duplicate original OR a recorded copy of all signed document(s) in which CoG is named.

A screenshot showing the cover of the document Attorney Drafting Guide for Third-Party Special Needs Trusts

Trusts

Once executed, please provide CoG with a copy of the signed document(s) in which CoG is named.