Money Management, Conservatorship, Trusts
| The bonded and insured staff of ElderCare
Resources, Inc. can manage financial affairs for the elderly or disabled client. Due to failing eyesight, reduced manual dexterity, or perhaps memory impairment and confusion, financial matters can be a source of irritation, at best, for this population. Some clients
need a conservator to properly manage their estate. Choose the services you need. |
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Checkbook Management
 Regular in-home visits for paying bills
Set-up of direct deposits or automatic bill paying
Checkbook reconciliation
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Bank Liaison
Communications between the client and either bank, conservator, or trust department, as needed
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Financial Attorney-in-Fact (Power of Attorney)
Complete or partial financial management, with CPA oversight
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Representative Payee
Receipt of checks from Social Security or the VA
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Court-appointed Conservatorship or Trust Management
Legal protection of resources, subject to court oversight
Budgeting of assets to meet client needs, both in the short or long run, in consideration of client's unique situation
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Investment Planning
Appropriate investment planning in partnership with certified financial planners for individuals, trusts, and conservatorships.
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Health Insurance & Life Insurance
payments and reimbursements
new applications; management of account changes
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Estate Administration
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| "Excellent update, Jorja. Thanks. I'm glad we've got you on board. Looks like we've got everything covered right now in regard to Dad's health." M. A. |
| "I am most grateful for all you do for me!" S.
a conservatorship client |
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