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.
Daily Money Management
This is a service that is ideal for couples. We will assist with facilitating financial transparency between partners in a safe space with the purpose of creating a monthly and annual budget to meet mutual goals.
This service is also beneficial for individuals recovering financially from a divorce. We do this by mapping out how to prioritize what debt to pay off first, provide referrals for retirement planning, and assist with putting together a monthly budget. Daily money management services is successful because the workshops are not “theoretical”. We create personalized budgets and goals for each individual and/or couple! We are unique in that we provide actual assistance with keeping to a budget! We do this by providing bill pay services for clients where we pay the bills and the Clients utilize a prepaid debit card for their entertainment/ gas and food budget. By doing this we are able to help clients successfully stick to a budget and meet their savings and investment goals.
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.