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.