Back to Services

Asset Management

Financial Management
We pay your bills, arrange to file your income taxes, re-direct mail if necessary, cancel and re-direct utilities. We will apply for benefits you might be entitled to.

We will keep your friends and family up to date on your health condition if you are unable to make contact with them. We can help you write your life story. We can help you get all your paperwork in order, too. That always gives you a feeling of accomplishment when you know you are not leaving loose ends for someone else to deal with.

Pre-Arranged Funeral Arrangements
We encourage and assist with making plans for memorial services up to and including pre-prepared obituaries and memorial pamphlets. This gives you the final say in what is said or written about you after you are gone.

Health Care and Personal Advocacy
We find that people who have to fend for themselves, especially when they are ill or in crisis, can fall between the cracks in our overworked system. We will set up and co-ordinate your medical appointments, including care assessments, and Veterans Affairs. We will make arrangements for transportation to and from your appointments if you are unable to drive. If you have trouble hearing or communicating with the Doctor, we will send a companion with you to record what is said.

We will keep a record of your medications, monitor use and ensure refills reach you on time.

  • Banking, bill payments managing investments, and secretarial services
  • Navigating the health care system
  • Obtaining and maximizing pension benefits
  • Estate planning to minimize tax implications and maximize legacies
  • Bookkeeping and income tax returns with a Certified General Accountant
  • Maximize investments through allied, arms length professionals
  • Reporting to client and family as requested
  • Health Care Advocacy
  • Applying for disability, pension and other benefits
  • Research and assistance with care arrangements
  • Arrangements for long-term care assessments and moves
  • Space planning for relocation
  • Packing, sorting and moving
  • Re-directing mail
  • Arranging for shipment of family treasures
  • Arranging for appraisals and sale of property
  • Transferring and/or cancelling utility, phone mail or other services
  • Arranging for in-home care companions, meals , and housekeeping
  • Shopping and errands; concierge service
  • Arranging for aids such as wheelchairs, walkers, or commodes
  • Transportation to appointments
  • Security for home and garden
  • Pet Care, pet visits and pet relocation