Services
We take on as much or as little of the business of life as the situation needs. Everything we do is in the client's best interest and well-being, and all of it is documented and bound by law.
Day to day, this is the work we take off someone's plate.
- Regular visits from us and from specialists, like music therapy and strength training
- Coordinating with caregivers, facility staff, and doctors, including memory care
- Finding the right assisted living or memory care, and moving someone when a place stops fitting
- Care conferences, and holding facilities accountable
- Finding the right medical power of attorney (MDPOA) or guardian, or working with the one already in place
- Sorting the mail, checking the bills, and paying them
- Catching the wrong charge, the late fee, or the bill that suddenly doubled
- Spending money and the everyday purchases a client needs
- Social Security, pensions, and annuities, arriving where they should
- Medicaid, Medicare, and VA benefits, including aid and attendance, with the applications and renewals behind them
- Health, home, auto, and long-term-care insurance: premiums and claims
- Finding benefits a person qualifies for and isn't claiming
- Overseeing bank and investment accounts, working with the client's financial advisor
- Selling the home, vehicles, and other property, including estate sales and clearing the house
- Reverse mortgages and other property decisions
- Tax papers through the year, and the return itself
- Keeping legal and end-of-life documents in order, with the client's attorney or one we trust
- Court petitions, inventories, and annual accountings
- Final bills, notices to creditors, and closing accounts
- Coordinating the sale and distribution of assets, including real estate, as the will and the law direct
- The final accounting, and closing the file
Three ways we're appointed.
The work above stays the same. What changes is the legal authority we act under, which depends on where a person is in their life.
Financial Power of Attorney Agent
The earliest step. While someone can still make their own decisions, they name us as their agent under a durable power of attorney. We catch up the bills, organize the accounts, and keep the paperwork in order, following their wishes. If they also need a medical power of attorney, we help them find the right one.
The law we answer to Colorado's Uniform Power of Attorney Act, C.R.S. 15-14-714 and 717. What that means
Conservator
When someone can no longer make these decisions and has no power of attorney in place, a court appoints us. We protect the assets and answer to the court, with an inventory and a financial plan within 90 days and a full accounting every year.
The law we answer to Colorado's conservator duties and court reports, C.R.S. 15-14-418 to 420. What that means
Personal Representative
After a death, when there's no one to settle the estate or no one who should have to. We carry out the will, work through probate, and close the estate the way the person intended.
The law we answer to Colorado's personal representative duties and estate inventory, C.R.S. 15-12-703 and 706. What that means
We're a financial fiduciary practice.
We pay the bills, manage the accounts and property, apply for benefits, and file the court accountings.
We are not a home-care agency, a nursing service, or a hospice, and we don't act as a medical power of attorney (MDPOA) or make healthcare decisions. We have partners we trust for that, and we're just as glad to work with the medical power of attorney, attorney, or financial advisor a client already has.
Not sure which one fits?
Tell us what's going on. The first conversation is complimentary, and if we're not the right fit, we'll point you to someone who is.