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SERVICES PROVIDED
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- Bill paying includes billing accuracy and dealing with creditors
- Reconciling and maintaining bank accounts
- Tracking and reporting on investment accounts
- Medical, Medicare and insurance bill dispute resolution
- Private patient advocate with skilled nursing facilities,
home health providers, and other medical providers
- Gathering, organizing and reviewing records as per request
of the CPA performing tax preparation/audit or for the attorney
who is doing estate planning, determining Medi-Cal eligibility
or any other legal work on the behalf of the client
- Assisting with locating other social service programs that
may be available
- Special needs travel companion
- Travel, packing, moving and home purchase arrangements
- Home and estate management
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