Core Service Offerings and the ElderCare Protection Plan℠

Core Service Offerings and the ElderCare Protection Plan℠

Professional needs assessments based on in-home evaluations of the elderly, their environment & their caregivers.

  • Evaluation of physical, cognitive, social and functional activities of daily living (“ADLs”)

  • Identification of Tele-Health and home-based services that can better support aging in place ​

  • Assessment of safety and infection control needs in light of Covid, the flu, and other infectious diseases

  • Use of video conferencing for the homebound or for long-distance care

  • A check that mail and email are being managed, bills are being paid and any fraud is being avoided

Health, Safety and Financial Security Needs Assessments

Advice, Recommendations and Referrals for Senior Care Services

Navigating our complex healthcare system can be challenging. Our expertise is serving as your advocate including becoming your medical agent, proxy or medical power of attorney (“POA”).

  • Evaluation of options for short and long-term care when transition to assisted living or memory care is necessary

  • Assistance selecting in-home & long-term care providers

  • Help with advance directives, end of life care and use of Hospice

  • Strategies for managing legal and financial matters including evaluation of Advance Directives, Medical POA’s, and Medicare, Medicaid, Long-term Care & other healthcare insurances

Healthcare and Financial Advocacy, Coordination of Care & Evaluation of the Quality of Care

Management of long-distance healthcare and chronic diseases via TeleHealth and the coordination of multiple healthcare providers.

  • Serve as a patient advocate when dealing with health care providers and the quality of their care

  • Guide healthcare and promote the financial security of older adults with dementia, frailty & falls, and chronic conditions like COPD, cancer, heart failure and Alzheimer’s disease

  • Provide support and coordination pre & post-hospitalization to optimize quality of care and recovery potential

  • Arrange bill pay/banking reconciliation, budget planning & monitoring and providing notary services 

Life and Healthcare Planning Services

Advice on future planning to provide you & your loved ones peace of mind that you have fully prepared for the final chapters of your life.

  • How to plan to fund the rest of your life including where you'll live and how you'll pay for future healthcare

  • Assigning an agent on your advance medical directive and as your power of attorney

  • Identifying & preparing all the documents needed to prepare for the eventual end of your life, especially important for solo seniors

  • Placement and referral services for seniors seeking assisted living and memory care.


Proud Bronze Sponsor

2023 * 2024 * 2025

Service Agreement and Associated Fees

Following the initial free consultation, based on your request, we will send you a written proposal identifying the specific actions we would recommend along with an estimate of the amount of time it will take to perform the work. We will also attach our written services agreement which outlines how we would work together with you along with the estimated fees for our recommended work. There is no obligation and you can decide if you wish to proceed working with us.

ElderCare Protection Plan℠

For more proactive assessment, planning and to assure the highest quality of healthcare possible, please consider the ElderCare Protection Plan. In short, the Protection Plan provides older adults and their loved ones with professional assessment, quarterly wellness checks and support for seniors, especially those who may live alone or whose family lives out of town.