Supporting You in Making Choices You Can Live With
A Woman-Owned Business
Since 1998
A Woman-Owned Business
Since 1998
Supporting You
in Making Choices
You
Can Live With
Trustee,
Power of Attorney
Estate
Administration
Health Care
Advocacy
Bill Pay,
Tax Returns
Supporting You In Making Choices
You Can Live With
A Woman-Owned Business Since 1998
A Woman Owned Business Since 1998
Trustee,
Power of Attorney
Estate
Administration
Health Care
Advocacy
Bill Pay,
Tax Returns
Sign up for our email newsletter?
Receive our FREE End of Life Planning Guide & Estate Planning Workbook
LEGAL SERVICES
We are paralegals and do not provide legal advice.
However, we match our clients with attorneys who will give them the legal counsel that is most appropriate for their situation.
When you need someone to serve and you can’t act, we are trustees, agents under powers of attorney for financial and health care, executors and personal representatives.
We assist attorneys in the preparation of living wills, powers of attorney, wills and trusts.
LEGAL SERVICES
We are paralegals and do not provide legal advice.
However, we match our clients with attorneys who will give them the legal counsel that is most appropriate for their situation.
When you need someone to serve and you can’t act, we are trustees, agents under powers of attorney for financial and health care, executors and personal representatives.
We assist attorneys in the preparation of living wills, powers of attorney, wills and trusts.
HEALTH CARE ADVOCACY
When you have an unexpected trip to the ER, we are there for you. We will help you create a Patient Medical History form in advance. It will save valuable time and provide the medical staff with the information they need to treat you. We will stay with you to coordinate with the hospital’s doctors and nurses and make sure they follow through.
When you go to the doctor we’ll accompany you and take notes. We’ll ensure that your questions are answered, and that the doctor’s instructions are understood. We also send meeting notes to out-of-town family members of your choice.
When you are considering a move to independent or assisted living we’ll help you make choices that make sense for you. The options can be overwhelming. Our specialists stay current with changes in senior care management and will give you the information you need to make the best choice for yourself.
HEALTH CARE ADVOCACY
When you have an unexpected trip to the ER, we are there for you. We will help you create a Patient Medical History form in advance. It will save valuable time and provide the medical staff with the information they need to treat you. We will stay with you to coordinate with the hospital’s doctors and nurses and make sure they follow through.
When you go to the doctor we’ll accompany you and take notes. We’ll ensure that your questions are answered, and that the doctor’s instructions are understood. We also send meeting notes to out-of-town family members of your choice.
When you are considering a move to independent or assisted living we’ll help you make choices that make sense for you. The options can be overwhelming. Our specialists stay current with changes in senior care management and will give you the information you need to make the best choice for yourself.
When you have an unexpected trip to the ER, we are there for you. We will help you create a Patient Medical History form in advance. It will save valuable time and provide the medical staff with the information they need to treat you. We will stay with you to coordinate with the hospital’s doctors and nurses and make sure they follow through.
When you go to the doctor we’ll accompany you and take notes. We’ll ensure that your questions are answered, and that the doctor’s instructions are understood. We also send meeting notes to out-of-town family members of your choice.
When you are considering a move to independent or assisted living we’ll help you make choices that make sense for you. The options can be overwhelming. Our specialists stay current with changes in senior care management and will give you the information you need to make the best choice for yourself.
FINANCIAL SERVICES
As agents under your power of attorney we pay bills, balance checking accounts and manage autopay setup.
We prepare income tax returns for individuals, estates and trusts.
We also monitor investment accounts to advocate for our clients. We are not financial advisors but we watch for excessive fees charged and other practices that don’t benefit our clients.
FINANCIAL SERVICES
As agents under your power of attorney we pay bills, balance checking accounts and manage autopay setup.
We prepare income tax returns for individuals, estates and trusts.
We also monitor investment accounts to advocate for our clients. We are not financial advisors but we watch for excessive fees charged and other practices that don’t benefit our clients.
FINANCIAL SERVICES
As agents under your power of attorney we pay bills, balance checking accounts and manage autopay setup.
We prepare income tax returns for individuals, estates and trusts.
We also monitor investment accounts to advocate for our clients. We are not financial advisors but we watch for excessive fees charged and other practices that don’t benefit our clients.
OUR MISSION
Helping seniors preserve their assets, legal rights, and dignity in aging through high-quality legal assistance, compassionate health care advocacy, and experienced tax and financial services.
MEET the TEAM
Sign up for our email newsletter?
Receive our FREE End of Life Planning Guide & Estate Planning Workbook
Sign up for our email newsletter?
Receive our FREE End of Life Planning Guide & Estate Planning Workbook
