AREAS OF SERVICE
I assist with frail, vulnerable and/or incapacitated persons with managing financial affairs and/or personal care.
My services include
*Locating appropriate caregivers for assistance with daily living or finding placement in appropriate care facilities. To this end, after obtaining a professional assessment of need, I use a well-established placement service provider to find the best possible living arrangements.
*Coordinating a client’s medical needs. Often, a client requires assistance in determining a course of treatment. A court order or a medical power of attorney or advance healthcare directive gives authority to serve in this capacity.
*Managing a client’s financial affairs, including protection from fraud or abuse. A court order or a durable power of attorney gives authority to serve in this capacity.
*Utilizing legal and financial advice from professional advisors, such as attorneys, financial planners, and accountants appropriate to the size and complexity of client’s needs.
*Protecting a client from emotional or physical abuse by family members or caregivers.
*Communicating with family members and others where appropriate.
*Ensuring a timely and effective distribution of the estate upon death and possibly avoiding costly probate administration.
My services are useful when:
*A client is isolated from family
*A client has a temporary condition, such as surgery or injury.
*A client has early signs of cognitive impairment
*A surviving spouse is unable to sort through paperwork
*A client has vision impairment
*As an alternative to expensive conservatorship proceedings
*As a representative payee
I am dedicated to serving my clients with efficiency and compassion. I have a succession plan for my business to assure the continued care of my client in the event of my inability to serve.