Services
Trusts
In addition to basic Trust duties, the following care management services are also available:
- Handle all financial affairs of the Trust.
- Determine appropriateness of distributions requested by beneficiaries.
- Pay all trust expenses.
- Plan budgets based on short-term and long-term (financial and medical) needs of beneficiaries.
- Monitor investments and work closely with financial advisors.
In addition to basic Trust duties, the following care management services are also available:
- Assisting with insurance claims.
- Recommending and ordering medical equipment.
- Scheduling medical appointments and monitoring healthcare.
- Communicating with medical providers and family members.
- Assisting with placement in nursing home and assisted living facilities.
- We also assist with arranging social activities and arrange transportation.
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