Generally this means monitoring the health and well-being of both the elderly and the estate, getting affairs in order and making any necessary changes. Certainty is a vital contributor to peace of mind.

The privileges of advanced age often usher in a complex period of life. It can be an overwhelming process. This web site can only touch upon a few significant areas, but it still a lot of information. That is why it is divided into the “At a glance” and “In Depth” sections.

Elder-Advisor is a small top-level private service for elders and their families. Elder-Advisor caters to the elder’s personal needs and matters of the estate. Elder-Advisor does not practice Law, Financial Management or Medicine; but, like a highly effective Concierge, Elder-Advisor acts on your behalf as advocate, facilitator and conduit for services. Elder-Advisor can be the glue that holds everything together.

Because each client is unique, there are no cookie cutter solutions. No detail is too small, no issue too large and no assignment considered too difficult or trivial. The ambition is to look after everything while devoting ample time to every task. And there are many tasks.

While Elder-Advisor ardently seeks to uplift the spirit of the client’s well-being, the health and wealth aspects of our clients’ affairs are considered confidential, deep and serious.

Elder-Advisor believes it essential for the client to maintain control. Well informed decision making means the client and their advisors need to be provided with complete, accurate and current information. Most people neglect to keep proper records. Therefore information gathering and organizing is no small part of Elder-Advisor’s mission. Elder-Advisor has the background to understand the importance of documents, their relevance to the objectives of the estate and to organize accordingly.

For adult children already balancing career, spouse and children, the introduction of Parents in need can seem insurmountable. Elder-Advisor offers a trustworthy alternative by helping to simplify and address the issues at hand.

Whether it is researching esoteric estate planning details, guiding medical providers or simply supplying a favorite food, Elder-Advisor strives to make certain only the best attend to your needs, with no compromises on quality or value.

Our services are not for everyone. We are designed to meet the needs of complex and sophisticated situations. Elder-Advisor acts in the best interest of the elder, the family and the estate as your personal manager and representative. Our relationship is long term. We help until we can help no more.