Work with the Pros
Fiduciary Services
Our comprehensive elder care and aging well services are geared toward our individual client’s needs. We serve a variety of populations, including at-risk seniors, those who wish to age in their own homes, individuals suffering from mental and/or emotional challenges, those suffering from substance abuse, adults vulnerable to exploitation or abuse, isolated adults and other vulnerable populations.
Conservatorship and Trust Administration
Conservatorship of the person and/or estate
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Conservatorship of the person and/or estate
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Successor Trustee/Trust Administration
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Executor/Probate Administration
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Agent for durable powers of attorney (DPOA)
- Agent on Advanced Health Care Directive (AHCD)
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Personal Care Coordination
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We offer coordination and management of these services:
- Financial Management (budgeting, bill pay, money management, debt management, safeguarding of assets)
- Medication Management
- Nutritional Support
- Assistance with Activities of Daily Life (shopping, bathing, housekeeping, transportation, etc.)
- Advocacy with Physicians and other Health Care Professionals
- Advocacy with Insurance and Social Security
- Advocacy with Attorneys for Pending Legal Issues
- Assistance with Temporary Restraining Orders
- Advocacy for Aging Independently in your Own Home
- Substance Abuse/Family Dysfunction Issues
- Advocacy with End of Life Decisions and Planning
- Assistance in filing for and receiving Veteran’s benefits
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In Home Care Management
- Engage caregivers and/or arrange placement outside the home
- Comprehensive Assessment and Care Plan
- Organize and coordinate doctor appointments
- Oversee personal health care needs
- Dementia care
Powers of Attorney
- Serve as Agents under Durable Powers of Attorney for Finances and Advanced Health Care Directives