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.