Financial / Legal

Being prepared for changes in your life as a older adult is very important.  Keeping financial records current and working with an elder law attorney to ensure proper legal documents are in place can prevent a medical crisis from becoming overwhelming for family members.  Entrusted Care provides support in this regard by offering assistance with:

  • Financial assessment 

  • Bill paying / bank reconciliations

  • Paperwork management for medical bills, tax documents, and other matters

  • Coordination with legal, financial, and tax professionals

  • Review of current status of legal documents, such as Power of Attorney, Medical Directive, Health Care Proxy, and Will.

call 585-721-9740 or 315-573-9497

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© 2019 Entrusted Care • PO Box 410 • Canandaigua, NY 14424