Professional Fiduciary Services
Peace of Mind and Heart
Our Services
Health Care Services
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Client visits-frequent, random & scheduled
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Review of client chart with each visit to ensure adequate medical care
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Collaboration with all interdisciplinary folks for a combined plan of treatment
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Open communication with the client and all family members involved
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24/7 access for emergencies
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Liaison between physicians, providers, facilities, family, attorneys and the client as to any & all issues
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Ensures the most cost effective Health Care Plan and analyzes all MediCare Plans for the client.
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Always will be cognizant of the client and their best interest!
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Financial Services
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Coordinate with Brokerage Houses and/or Interdisciplinary Team of all financial issues.
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Bill Payment Service
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Ensure timely payment of Insurance Policies
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Annual Income Tax Preparation
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Provides diligent and prudent protection of client's financial assets
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Collect Income(s): Pension/Retirement
Fees
This is 'Fee For Service' which is billable in six minute increments.
Fees are between $125- $175 per hour
Caveat
If this is a Court Administration or Probate case, the fees are statutory.
If Conservator of Estate and Person, the fee is $150-$200 per hour (depending on complexity of case)