- Other Services -

Assisted Living Placement helps individuals organize and document the following:
 

  • ​  Funeral & Burial Arrangements

  •   Bank Account & Credit Card Information

  •   Location of Safe Deposit & Post Office Boxes

  •   Titles & Deeds to Property, Automobiles & other Assets Owned

  •   Investment Account Information

  •   Life Insurance Policy & Beneficiary Information

  •   Name of your Physician, Minister, Employer & other Professionals

  •   Names of Individuals with whom you had Business Affairs

  •   Locations of Keys, Passwords, & other Pertinent Information

Assisted Living Placement helps individuals resolve post-resolution activities to include:
 

  • Act as Personal Representative and/or Resident Agent for the Deceased

  • Organize & Facilitate Funeral Arrangements

  • Inform Professionals with whom you had Business Affairs

  • Contact Social Security to Initiate Spousal & Dependent Benefits

  • Contact Credit Bureaus to Identify & Close Outstanding Credit Accounts

  • Contact Bank & Investment Plans to Close and /or Re-title Accounts

  • Negotiate & Settle Outstanding Debts Owed by, or to, the Deceased

  • Manage Monthly Budgetary Obligations

Assisted Living Placement helps individuals with many daily activities to include:

Doctor Appointments, Shopping, Organizing, Travel Arrangements, Assist with Paperwork, Errands, and Arrange Social Engagements