Concierge Services Offered


Document Organization

  • Overall needs assessment
  • Mail sorting and correspondence
  • Prepare important legal and financial document locator
  • Safe deposit box cataloguing
  • Move evaluation and plan development

Family Communication

  • Family communication and support for eldercare issues
  • Dispute resolution/mediation to find best solutions
  • Interface with CPA, estate planning attorney and other professionals involved in care
  • Patient advocacy at medical/professional appointments

Social Coordination

  • Travel arrangements
  • Event planning
  • Social engagement coordination

Well-Being Advocacy

  • Assist in navigating health care system, providers and bills
  • Medicare and insurance reimbursement resolution
  • Coordinate Advance Directive, Health Care POA, DNR, POLST and Five Wishes with appropriate medical and estate planning professionals
  • Appointment scheduling

Banking/Bill Payment

  • Bill payment/monitoring and banking reconciliation
  • Preparation and execution of bank deposits
  • Research unclaimed assets
  • Monthly income/expense monitoring and reports
  • Social security benefits checkup
  • Coordinating day-to-day household financial transactions

Personal Planning

  • services_2_rdCoordinate¬†Durable POA and trust/will with estate planning professional
  • Beneficiary designation coordination
  • Research and assist implementation of charitable gifting
  • Assist with decedent estate organization and administration
  • Assist with tax record gathering and organization for tax return preparation by CPA
  • Retain professional appraisals for residential and personal property
  • Complete inventory of household contents and estate sale assistance
  • Assist with estate distribution to heirs

* If there is something you desire that is not listed here, please feel free to inquire about it. We will do everything in our power to accommodate your needs.