Our Expertise
Conservatorship
A conservatorship is a legal tool that provides management and protection for a person who is unable to make important decisions or manage his/her affairs due to dementia or declining mental or physical capacity.
• Provide assessment and planning
• Arrange for housing and coordinate appropriate care
• Manage healthcare and consent to medical treatment
• Secure income, pay bills, make investments and manage assets
• Apply for entitlement programs
• Prepare court accountings
• Coordinate preparation of tax returns
• Arrange burial needs
Trust Administration
A trust is a legal document that specifies the estate management before and after death. It helps to avoid probate expenses and maximize estate tax exemptions. We can serve as trustee to administer the trust.
• Carry out the terms of the trust
• Manage investments per Prudent Investors Rules (Probate Code)
• Protect trust assets and maintain accurate records
• Arrange for fiduciary tax returns
• Make distributions in accordance with state law and terms of the trust
Care Management
Our highly trained, experienced Care Managers provide the expertise and support needed during a time of crisis with extensive knowledge about the quality, costs, and availability of services in the community.
• Conduct needs assessment and care plan
• Arrange and monitor care through regular home visits
• Review financial, legal, or medical issues
• Assist in bill paying and entitlement programs
• Provide housing alternatives and relocation assistance
• Act as a liaison to families
Your Needs
Do you know someone who needs protection from neglect, financial abuse or isolation?
Are you having difficulty providing care for your aging parents due to distance, lack of time or lack of experience?
Do you or your loved one have a memory impairment or chronic illness and don’t know where to turn for help?
Does a family member need more care than you can provide after being discharged from the hospital?
Do you need a neutral person to mediate a family dispute over the care of a family member?
Are you having difficulty managing bills or understanding your medical insurance coverage?
If you can relate to any of these questions, ElderWell’s team of knowledgeable geriatric care experts is here to help.
We can assist you at the level you desire:
• Information only
• Assessment and referrals to appropriate services
• Ongoing support
• Comprehensive management
Fees
There is no charge for an introductory consultation to give you an explanation of our services. There is a set fee for the initial assessment and a range of hourly fees for a variety of services.
Decide for yourself which services are right for you and how you would like ElderWell to be involved.
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