For Estate Planners, Trustees, Wealth Managers, Professional Guardians & Conservators:

Nurse Life Care Managers and trusted advisors have complementary skill sets.

You've seen this before:

  • The loss of a spouse
  • A complex or stressful hospitalization
  • An unexpected medical adverse outcome
  • Need for a new home
  • Declining mental capacity
  • Confused and overwhelmed caregivers and more...

We ensure the best possible care, quality and outcome

Our Care Managers work as independent consultants to families, trustees, health care proxys and guardians. We assist and guide the process of identifying needed services including: medical, social, emotional, housing, ongoing care needs and put a plan into action.

Often times an advisor is responsible for initiating discussions in unfamiliar areas. 

We perform assessments, detailed care and cost analysis reports to make your advice-giving easier.

We refer to trust and estate planning attorneys for:

  • Estate Planning
  • Trust Planning & Administration
  • Elder Law/Medicaid Planning
  • Probate
  • Guardianships & Conservatorships
  • Real Estate closures and more...

We refer to Wealth Advisors for:

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Savings
  • Charitable Gifting and more...