Services Offered

“Although the memory is gone, the feelings that it brought are still there.”

Money Management

Reviewing and paying bills, checkbook balancing, mail management


Review explanation of benefits (EOB), file LTC insurance, verify all insurance is billed and benefits received


Tax packages prepared for CPA, tracking taxable items throughout year, gathering and organizing tax documents

On the Move

Assistance with down-sizing and relocation, coordinating estate sales, appraisals and storage. Licensed Realtor® on staff.


Working with you and your attorney to be sure final documents are accurate, copies are accounted for, and vested parties are informed


Scheduling medical appointments and transportation validation; social event scheduling, personal event planning


In the event of illness, hospital visits, intermediary with nursing and care staff, communication link to family


Coordinate various trades from companions to plumbers


Other needs as they arise.

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