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

    • Conservatorship of the person and/or estate

    • Successor Trustee/Trust Administration

    • Executor/Probate Administration

    • Agent for durable powers of attorney (DPOA)

    • Agent on Advanced Health Care Directive (AHCD)
  • Personal Care Coordination

    • 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 
  • 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