SECURE BENEFITS AND HOUSING
Contact all income sources: Social Security, VA, private pension, etc. and apply for entitlements: Social Security, Medicate, Medicaid, etc. and we locate, secure and inventory ward's assets. Determine and appropriate housing needs. Arrange for relocation, if necessary and if current independent housing is not appropriate, close down the dwelling (house/apartment).
MAKE A FUNERAL PLAN
We determine and respect the ward's religious beliefs and background and discuss end of life planning with the ward and/or family as possible.
VISIT MONTHLY AND AS NEEDED and COMMUNICATE AND COLLABORATE WITH FAMILY, FRIENDS, CAREGIVERS AND SERVICE PROVIDERS
COMPLETE AND SUBMIT AN ANNUAL REPORT TO COURT
Private Financial Services are also available
Private financial services are services not overseen by the court. These services can include, such things as organizing financial information (i.e. bank statements, insurance records, investment accounts, tax documents, bills, etc.) and assisting with bill paying. We can reconcile insurance explanation of benefits and coordinate with third-parties such as real estate agents, accountants and attorneys.