Aging Parents.
You're raising your own family and quietly running your parents' lives too — the pharmacy, the bills, the Medicare calls, the conversations about the stairs. We give you the legal authority, the family alignment, and the concierge coordination to do it without losing the plot.
Do this while a signature still counts.
The single most expensive mistake we see: adult children wait until Mom is already in the hospital to start asking about powers of attorney. By then a signature may not be legally valid, and the family is looking at a guardianship petition that costs ten times what a POA would have — and puts the decision in front of a judge instead of a family.
Our aging-parent engagement is designed to happen at the kitchen table, once, while everyone is still themselves. We produce every document your parents' banks, hospitals, and pharmacies will actually accept — and brief the adult children who will use them.
Documents your parents need
- Current will (and pour-over if trust-based)
- Revocable living trust — funded, not just signed
- Durable financial power of attorney
- Healthcare power of attorney
- HIPAA authorization for each adult child
- Advance directive / living will
- POLST or MOLST where state law provides
Concierge coordination
- Family briefing so every sibling is aligned
- Bank & brokerage trusted-contact setup
- Medicare / Medicaid coordination as needed
- Geriatric care manager referrals
- In-home care & memory-care facility introductions
- Funeral pre-arrangement conversations, handled gently
One point of contact for the whole family.
Adult children don't need another spreadsheet — they need one number to call. We keep the document set, the family contact list, the medical portal logins (with permission), and the funeral home preferences in one secured file, so when something happens on a Tuesday at 2 a.m., the person answering the phone already knows your parents' story.
Frequently asked
Get the paperwork right while your parents can still sign.
The $250 strategy session is credited toward the plan we build for you. Start with the intake so we walk in prepared.