Provide budget coaching

Implement bill management system

Collaborate with financial institutions to ensure financial stability

Assist in preparing wills, powers of attorney, and healthcare directives

Gather tax documents

Negotiate property management contracts

Assess insurance coverage

Initiate Long-Term Care claims

Coordinate healthcare and prescription management with medical professionals

Create tailored care plans

Oversee property management

Conduct inventory

Assist in relocation and cleanout if necessary

Identify options for counseling services, therapy, companionship, and social engagement programs to combat loneliness and depression

Develop and implement emergency response plans including: vial of life, lockbox, and life alert

Maintain open lines of communication with emergency contacts