Planning for Your Future

Senior planning can be a daunting and overwhelming task for seniors and their extended family. There are many details to be taken into consideration. At Senior Advocate Services, we specialize in assisting you with the intricacies of this planning:

  • Coordination with legal counsel for necessary estate planning documents such as wills, trusts, health care directives, and Power of Attorney
  • Collaboration with your financial advisor to help you organize and understand your financial documents and financial capability for future expenses
  • Assistance with communication amongst family members to accurately convey your wishes and decisions

We serve as a “bridge”, providing you with all the necessary information, helping you to make challenging decisions and then communicating those decisions to those involved in your plan to move forward.