Services

Case Management

We’ll advocate for you while you’re in the hospital, a nursing facility, at medical appointments, care conferences in assisted living, on the phone with Medicare, and more. We’ll ensure that you and your family will receive the support and services you need and deserve.

Conservatorship/
Guardianship

We will ensure that the Client’s living situation is safe, appropriate and in the least restrictive environment possible. We will assist with medical care and estate management. 

Power of Attorney

We will manage the filing of your tax returns and payment of your taxes and debts. We will uncover all possible creditors and existing debts. Representative payee services or daily money management is included.

Medical Power of Attorney

We will advocate for you while you are in a hospital setting, rehabilitating in a skilled facility, and when you are back home getting qualified medical assistance. We will dispute charges with medicare and private insurance when necessary.

Probate Administration

In a probate case, an executor (if there is a will) or an administrator (if there is no will) is appointed by the court as personal representative to collect the assets, pay the debts and expenses, and then distribute the remainder of the estate to the beneficiaries (those who have the legal right to inherit), all under the supervision of the court.

Trust Administration

Your assets are taken care of for the benefit of the beneficiaries. Provision of special needs and experiences for adults with disabilities is included. You can make prudent investments and financial decisions.

We Assure You that You Will Always Have

Peace of Mind