Services We Provide
Professional Services
Summary of Services
Here's just a short list of the many ways we can help and support you!
- Audit medical bills
- Balance checkbooks and update ledgers
- Make deposits
- Notarize documents
- Pay bills
- Write checks
- Power of attorney
- Personal representative services
- Assist in compiling tax documents for preparation by a CPA
- Oversee payment of taxes and insurances
- Read and sort mail
- Provide case management services
Services we provide
Banking, Bookkeeping & Bill Paying
Our highly trained staff will balance your check books, handle banking and assist you in writing monthly bills. This service is offered on a regular basis or during your vacations. We can also assist you will organizing your personal files, and purging old documents.
Case Management
Skilled at overseeing the supervision of someone in our care and their estate to include the sale of property, homes and automobiles. Final arrangements can be made with our assistance. We work very closely with families to help watch over their loved ones when family members can't be there.
Insurance Claim Audit & Medical Payments
Each month on your behalf, we help determine what medical bills need to be paid, reconcile your charges and payments, submit claims to your Medicare supplement insurance and audit payments to care providers. We can also apply our clients for Medicaid or Long Term Care Benefits.
Personal Nursing Home Advisor
Our caring staff will assist you and your loved one with medical claims, bookkeeping, bill paying, checkbook balancing, care conferences and errands while living in a nursing home
Senior Advocacy
We'll act on your behalf with senior agencies or government programs, managing all necessary paperwork including representing you at each agency.
Aging in Place or Higher Level of Care
We can assist you in aging in place at home by helping you find the right Caregiving Agency. If staying home is no longer and option, we can help you find an Assisted Living, Adult Family Home, or Skilled Nursing Home that fits your needs.
Personal Representative or Administrator
We can act as the Personal Representative, or Administrator of your Estate in your Will. This can be an overwhelming task for family during an already difficult time. We work closely with your attorney to settle your estate as quickly as possible and ensure the probate and handled according to the laws that govern them.
Power of Attorney for Health Care or Finances
With the assistance of your attorney, we can be named in your legal documents as your Power of Attorney for Health Care, and Finances. We can also act as Alternate Power of Attorney in the event something prevents your main Power of Attorney from acting on your behalf.
Guardianship & Conservatorship
Our two Certified Professional Guardian and Conservator's have over 20 years experience to provide full or limited legal guardianship or conservatorship for those who are no longer able to care for themselves. The court defines the aspects of the individual's care management, appoints and oversees the action of the guardian and conservator. This service is provided at our sister company: Senior Guardianship Services, LLC
Family owned and operated business with over 30 years of experience!