50+ Adults

Facilitating & Assisting – 

• Assistance with interviewing vendors and providers
• Gathering and reviewing documents (trust, bank statements, annuities, pensions, 401ks, life insurance, burial, investment statements, etc.)
• Calling companies to get policy/account values, to check on beneficiaries​
• Reviewing the original intent of life insurance policies and determining if money could be used for other higher-level purposes​
• ​Review of health insurance and researching options
• Assistance with obtaining Social Security from a deceased spouse – dealing with Social Security issues
• Determining if long-term care insurance can be triggered, getting it triggered, and assisting with choosing the best care provider
• Interviewing in-home care providers and coordinating services
• Assisting with retitling assets
• Setting up credit management services
• Researching mortgage options and assistance with applications and negotiations
• Meeting with professionals to assist in the process (doctor’s appointments, banking and finance appointments, applications for assistance, living arrangements, and government programs
• Moving logistics including dealing with medical providers, medical equipment companies, and facilities
• Review of vendor proposals, insurance and financial illustrations and products, sales literature, and real estate opportunities