OAKES

ENTRUSTMENT

SERVICES

Shelly Oakes, LICSW, CCM

ADVOCATE
CONSULTANT
CONSERVATOR
SOCIAL WORKER
ROGERS MONITOR
PERSONAL REPRESENTATIVE

THE WHY

WE WORK with incredible people who unfortunately struggle with mental health and cognitive impairment. The same client is not the same every day, and each situation will be different.

We are different.

OUR PHILOSOPHY is based on the principles of connection, empowerment, and service. Connections are not made - Connections are formed. The best service we can ever provide to clients is active listening; Summarizing, Checking, Paraphrasing, Acknowledging, Appropriate body language. Each client deserves an individualized approach while working towards their style of independence.

OES

All Hands In
 

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, ect.). The personal representative settles outstanding valid debts, files income taxes, and distributes the assets to the beneficiaries. 

OES

 

-ABOUT-

SHELLY OAKES, LICSW, CCM

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“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:

  • NATIONAL GUARDIANSHIP ASSOCIATION

  • MASSACHUSETTS GUARDIANSHIP ASSOCIATION​​

EXPERIENCE

  • More than 15 years experience as a hospital social worker on in-patient psychiatric units.

  • New Mexico State University: Master of Social Work - Specialization in Minority Health Issues

  • LICSW = Licensed Independent Clinical Social Worker in the Commonwealth of Massachusetts

  • CCM = The Commission for Case Manager Certification (CCMC) Certified Case Manager

SHELLY OAKES, Myself

Friends Covering Eyes