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Home » Fiduciary and Administrative Case Management » Overview
Overview

Improving a client's quality of life requires a health management plan AND a life management plan. For our clients, successful life management means keeping up with the administrative necessities of life--bills, insurance, property, taxes, and managing one's personal environment--while working hard on staying healthy. We all understand the interdependence of these two sides of life; diminished mental health will unravel daily life management, and the creeping inability to manage daily life will undermine mental health (and potentially accelerate a breakdown of mental staminas). Our financial and administrative care management services help our clients resolve short term crises and long term planning needs. These service generally serve two classes of client--the individual adult child (or beneficiary) in daily living, and the parent (or trustee) needing consultations on establishing/administering special needs trusts, and developing long term financial strategies to provide long term care for the adult dependent child with disability.

We provide four distinct classes of financial and administrative care management services:

  1. Administrative/Legal Rescue Services
  2. Daily Money Management and BillPay
  3. Financial LifeCare Planning
  4. Trustee and Trust Advisory Services
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