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:
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Financial assessment
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Bill paying / bank reconciliations
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Paperwork management for medical bills, tax documents, and other matters
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Coordination with legal, financial, and tax professionals
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Review of current status of legal documents, such as Power of Attorney, Medical Directive, Health Care Proxy, and Will.