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OAKES
ENTRUSTMENT
SERVICES
Shelly Oakes, LICSW, CCM
ADVOCATE
CONSULTANT
CONSERVATOR
SOCIAL WORKER
ROGERS MONITOR
PERSONAL REPRESENTATIVE
THE WHY
WE HAVE the privilege of working with individuals who face mental health challenges, cognitive impairment, developmental disabilities, medical conditions, and the realities of aging. Every client is unique, and the same person may have very different needs from one day to the next.
We are different.
OUR APPROACH
is built on connection, empowerment, and service. We believe that meaningful relationships are formed through trust, respect, patience, and consistency.
The most valuable service we can provide is active listening. We listen without judgment, summarize and clarify concerns, acknowledge emotions, and strive to ensure every client feels heard, understood, and respected.
We do not define people by a diagnosis, disability, or court order. Instead, we focus on the person and their individual strengths, goals, and preferences.
Our goal is to support each client's highest level of independence while preserving their dignity, rights, and self-determination. Independence looks different for every individual, and every client deserves an approach tailored to their unique needs.
Above all, we believe guardianship is a service. Every interaction matters, every decision matters, and every client matters.
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INFORMATION
GUARDIAN
A LEGAL guardian is a person appointed by the court to make healthcare and, primarily, other non-monetary decisions for someone who cannot make these types of decisions because of an injury, illness, or disability. I specialize in mental health guardianships / Rogers Monitor appointments.
ROGERS
MONITOR
IF A PROTECTED person is prescribed antipsychotic medications, both a guardian and a Rogers Monitor are appointed by the court. A Rogers Monitor ensures the protected person accurately receives the prescribed antipsychotic medication listed in the court-approved treatment plan. A guardian and a Rogers Monitor are TWO separate appointments.
CONSERVATOR
A CONSERVATOR is appointed by the court to manage a protected person's finances when he or she cannot make these types of decisions because of an illness, injury, or disability. They must observe the standards of care applicable to trustees. A conservator encourages and includes the client in the decision-making process.
PERSONAL REPRESENTATIVE
A PERSONAL representative gathers and inventories the deceased’s estate, including debts and financial assets (bank accounts, personal property, etc.). The personal representative settles outstanding valid debts, files income taxes, and distributes the assets to the beneficiaries.
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-ABOUT-
SHELLY OAKES, LICSW, CCM
“I have been a ‘Professional Guardian’ for almost ten years. In 2010, an attorney asked me to serve as legal guardian / Rogers Monitor for three mental health clients with no known family. The experience of being part of their care was rewarding. As my knowledge grew, so did the number of clients. I am grateful for the privilege to advocate for some of the Commonwealth's most vulnerable clients. I genuinely love what I do.”
Member in good standing:
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NATIONAL GUARDIANSHIP ASSOCIATION
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MASSACHUSETTS GUARDIANSHIP ASSOCIATION
EXPERIENCE
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More than 15 years experience as a hospital social worker on in-patient psychiatric units.
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New Mexico State University: Master of Social Work - Specialization in Minority Health Issues
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LICSW = Licensed Independent Clinical Social Worker in the Commonwealth of Massachusetts
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CCM = The Commission for Case Manager Certification (CCMC) Certified Case Manager
SHELLY OAKES, Myself
