Legal, Financial, and Health Care Professionals

When you are trying to help your senior clients, forgetfulness, confusion, and disorganization sometimes associated with old age can seem to sabotage your efforts.

Life Keeping, Not Just Bookkeeping®

Eddy & Schein In-Home Administrators for Seniors® understands your professional needs as well as the unique circumstances of your senior clients. We have the skill sets to coordinate complex administrative matters – and the patience to help seniors perform these tasks with dignity.

Here are some of the ways we may be able to help you, with the permission of your senior client:

  • Provide regularly-required documents to your firm or business
  • Catalog assets and personal effects for estate planning purposes
  • Coordinate and track philanthropic activity for annual tax deductions and estate planning purposes
  • Provide documentation for:
    • Medicaid applications
    • Revocable and Irrevocable Trusts
    • Life Settlement Trusts
    • Annual as well as unfiled back tax returns
    • Consolidating financial portfolios

Here are some of the ways we may be able to help your clients:

  • Clarify and manage the complex health insurance and billing process
  • Organize and streamline income and expense tracking
  • Pay their bills, on-time and consistently
  • Talk through decisions that require careful consideration
  • Compile the documentation for Medicare and supplemental insurance claims and appeals
  • Track doctors’ bills and pharmacy bills and determine which are covered by insurance
  • Plan for home health care with the appropriate professionals
  • Find the right living environment for those who may want to consider relocation
  • Protect your clients from financial abuse and identity theft
Please call us in New York at 212-987-1427 or in Los Angeles at 646-372-0090 for a free telephone consultation. We can meet with you and your client and help work through all the details. All information is kept in the strictest confidence.

 

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