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

• Successor Trustee/Trust Administration

• Executor/Probate Administration

• Agent for durable powers of attorney (DPOA)

• Representative payee for Social Security

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