Services

Services include, but are not limited to, the following:

BODY AND SOUL

  • Research and recommend home healthcare professionals and serve as the liaison between the senior/family member and the service provider

  • Identify the best long-term care options, if needed, based upon financial considerations and required amenities

  • Track medical appointments and reschedule appointments, when necessary

  • Serve as the medical power of attorney (TrustEd Champions cannot serve as the medical POA, however Ed Peterman can serve in his personal capacity)

  • Weekly visits to check on the overall vitality of the household 

HOME AND SAFETY

  • Perform property reviews to identify safety and security issues

  • Oversee general property management issues, including structural accessibility improvements (e.g. stairlifts, walk-in bathtubs, handrails, etc.) and be present when contractors are on site

  • Coordinate downsizing, rightsizing, and relocation projects

ASSETS AND RESOURCES

  • Accompany clients to legal appointments, and serve as a second set of “eyes and ears” and provide a written synopsis of the discussions/recommendations to the appropriate parties

  • Catalog assets and personal effects for estate planning purposes

  • Coordinate and lead legacy projects

  • Organize monthly bills in a timely manner to prevent overdraft and late charges

  • Assist in protecting seniors from financial abuse and identity theft

  • Track doctor, pharmacy, and medical bills to determine applicable insurance coverage

  • Serve as financial power of attorney and/or executor (TrustEd Champions cannot serve as POA or executor, however Ed Peterman can serve in his personal capacity)

  • Assist fiduciaries with estate settlements, distribution and removal of personal property, and prepare real property for sale

  • Collect written directives, trust documents, wills, power of attorney statements and work with the client, through an attorney, to make necessary changes