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

• Coordinate 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.