When miles separate children from older parents...
When the intensity of family relationships impede reasonable communication
or support...
When physical, emotional or mental limitations make independent
living difficult...
Special Needs Arise.
- Coordinate
home/health care needs for the client with physical, financial
and/or emotional needs.
- Teach,
whenever possible, basic financial skills (check writing,
balance check book, budgets, etc.) Assist in setting up simple
computer programs, if appropriate.
- Perform
basic budgeting, bill paying reconciliation and record-keeping
services, file medical insurance claims and appeals, as appropriate.
Coordinate and submit tax documentation to accountant for
quarterly and annual tax returns (State & Federal), make
quarterly tax payments. Provide monthly financial and personal
status reports to family, attorneys, accountants, financial
managers and planners, as requested.
- Research
and coordinate community based services to maintain or improve
independent living.
- Assist
the client with personal needs such as clothes shopping, grocery
shopping, etc. Coordinate meal delivery or preparation.
- Hire,
fire and coordinate in-home and home-care services such as
housekeepers, aides, companions, live-ins, shoppers and drivers.
Contract for independent home service contractors.
- Serve
as Conservator of the Estate and/or Person when needed.
- Serve
as an advocate and/or mediator.
- Serve
as surrogate decision maker when needed.
- Process
medical claims and appeals.
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