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Services for Seniors

Services for SeniorsWPinOneClick2018-11-01T07:41:42-07:00

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!
Let’s Talk

Ellen Rose Floyd
415.261.7992

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