BS, CPG

Katlyn Balsam

 Ms. Balsam is a paralegal, bookkeeper, and care manager for Commencement Bay Guardianship Services (CBGS).  She completed her Bachelor of Science degree in 2009 and became a Washington State Certified Professional Guardian in 2011 after completing the University of Washington's nationally renowned certified professional guardian certification program.  She is Robin Balsam's daughter and has grown up at the office, absorbing all things guardianship since she was a child.  One day she hopes to take over CBGS when her mother is ready to retire, providing continuity of care to our younger clients who will need guardianship, trust services, or fiduciary management throughout their lives.

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In her role as a care manager, she has experience in handling financial and legal paperwork, as well as monitoring, advising, and providing support to the bookkeeper.  She also provides background information and documentation to help the director make informed decisions in regards to each client's wants and needs.

     

Ms. Balsam provides care management services for her clients through monitoring medical care and other concerns, acting as a liaison between the director, the client, and health care providers, attending care conferences, and providing general daily contact with clients.  She has experience with clients who have needed end of life care, have mental and physical disabilities, suffer from injuries caused early in life, clients suffering from fetal alcohol syndrome, birth injuries, traumatic brain injuries, developmental disabilities, and bi-polar disorder. 

   

Ms. Balsam also manages several types of trusts on behalf of CBGS.  On a quarterly basis, she meets with each of her guardianship and trust clients to ensure that each person is receiving everything they need and is living in the least restrictive and safest environment possible, while also meeting their care needs.  She also helps the bookkeeper and director keep a prudent eye on each estate and report to the court and/or family as necessary.

ph (253) 627-7605 / fx (253) 572-0912

www.cbguardian.com / cb@balsamlaw.com

911 South I Street, Tacoma, Washington 98405

visit our law firm at www.balsamlaw.com

I just want to thank you and your staff for all of your efforts on my Dad's behalf these last few years.  You've taken an impossible task and made the best of it...           -T.P., Seattle, WA