Bills/Finances
- Bill pay & account management
- Conscientious monitoring of bills & financial records for accuracy
- Filing of insurance claims
- Creating & sticking to a living budget
- Help with tax preparation
- Ensuring that existing assets go as far as possible
Housing
- Research & facilitation of appropriate living arrangements when moving becomes a necessity
- Supervision of moving & sale of home
Care Management
- Hiring & supervision of caregivers or other staff
- Escort to medical appointments
- Scheduling medical/dental appointments • ensuring medications are refilled on time & administered safely
- Note-taking during exams, communication with family – a “second set of ears”
Durable Power of Attorney for Finance/Healthcare
- Temporary, limited, or long term
- Liaison between medical/legal professionals and family
Assistance with Legal & Insurance Matters
- Help with completing and/or filing court forms or legal paperwork
- Establishing enrollment in Medicare
- Assistance with Will or living trust matters
- May serve as Successor Trustee or Executor
Maintenance of Well-organized Files
- In-home or off-site
Supervision of Home Improvements/Maintenance
- Overseeing projects to ensure the home is hazard-free, as well as any necessary or desired home renovations projects
Mediation
- Conflict resolution in the event of family or neighbor disagreements
- Help with communication and clarity
- Written agreements prepared when desired
Much more
- Travel arrangements & event planning
- Organizing home office, photos, paperwork
- Personal assistance with anything or everything that comes up in daily life ~ from soup to nuts!