Fiduciary services

Trust and estate administration services for seniors play a pivotal role in providing peace of mind and financial security during later stages of life. As we age, the need to carefully plan and manage assets, property, and healthcare directives becomes increasingly complex. Designating agents is critical and one of the most important decisions.

Choosing a family member as your agent may become burdensome if the chosen agent is an adult child who is also a busy professional with their own family responsibilities. Most often, our adult children lack the knowledge to perform these roles. This provides added stress to families at a time when crises occur. Having knowledgeable professionals perform the services of the agent or healthcare advocates often allows for familial relationships to remain loving and supportive, as intended, without the stress of making complex decisions.

Our services offer a dependable and expert-driven solution to help seniors navigate the intricate landscape of estate planning, ensuring that their wishes are honored, their loved ones are cared for, and their financial legacies are preserved.

Licensed Secure Aging professionals can serve as agents in the following roles:

Power of Attorney – we would be an agent under a durable power of attorney who makes financial decisions in your place in the event you experience cognitive or physical decline. Types of decisions which could include:

  • Property purchases/ sales
  • Determine when to initiate state benefits.
  • Banking
  • Tax return preparation and filing.
  • Retirement benefits and distribution assistance
  • Initiate long term care insurance policy claims.
  • Coordinate with health care surrogate to ensure resources are available to support health care decisions.
  • Bookkeeping and financial reporting
  • Coordinating with professionals – CPA, Attorney, Financial advisors

Health Care Surrogate – A licensed registered nurse who will carry out your wishes regarding your health care if you are unable to communicate them due to a short- or long-term illness.

  • Ensure a living will is in place.
  • Ensure health care decisions are in accordance with living will.
  • Personal wellness checks/ regular visits for medical updates
  • Document health history/ medical records management.
  • Engage medical specialists as needed.
  • Coordinate with families to ensure understanding of plan of care.
  • Liaise with power of attorney to ensure financial ability to carry out plan of care.