+1 707-328-5535 [email protected]

FAQ    orange-line

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We understand it can be overwhelming to care for an elderly family member. Trying to navigate the healthcare system, searching for resources, understanding options and handling payment issues and finances can feel like a full-time job. Here are some frequently asked questions to help guide your decision when selecting a care coordinator and licensed professional fiduciary.
Could you tell me more about collaborative care services?

Our care services provide a personalized and attentive approach to healthcare for a person who may need help to function at their highest level of independence. The process involves:

  • an initial assessment to understand the person’s functional and cognitive abilities
  • benefits analysis
  • the development of a plan of care to maximize function, quality of care and quality of life
  • advocacy-based care management in conjunction with physicians and nurses to ensure that services are effective and up-to-date
Do you only serve the elderly?
While the majority of clients are elderly, we also provide services to people with developmental disabilities and mental health challenges. To determine if our services would be a good fit for you or a loved one, please schedule a consultation.
Will you coordinate with my medical team?
Absolutely. With your permission, we will work closely with your medical team, including caregivers and family, to foster communication and deliver the best possible outcomes.
My elderly family member has developed difficult behavior or refuses to talk with me about their health. Can a care manager help?
When an older adult develops serious behavioral issues, like dementia, this often presents with verbal abuse or physical combativeness. It can be difficult for a family member to pinpoint the problem. What’s more, many seniors do not want to burden their adult children with their problems or worries.

If you suspect that your older adult is not telling you about their health or has developed serious behavioral issues, you can hire a care manager to check in on them. Oftentimes, people are more likely to share their concerns with an expert outside the family. Our collaborative care services can intervene and get your loved one the help they need.

I live far away and I cannot regularly visit. How can a care manager help?

There is no substitute for having a trusted care manager look in on a loved one in person to make sure they are well cared for. We can step in to provide guidance and management through the insurance and healthcare system. This includes looking in on your loved one, supervising their care, alerting you to any issues and working with you when decisions are needed.

Can you provide me with references of past or current clients or other professionals you have worked with who I can contact?

Yes, references are available upon request.

What financial services do you provide as a licensed fiduciary?
Our services include bill pay, statement management and light bookkeeping plus the coordination of legal documents including estate plans, Power of Attorney, wills and trusts, etc.
Are you insured for errors and omissions?
Yes. I am a licensed fiduciary registered with the State of California’s Department of Consumer Affairs Professional Fiduciaries Bureau and am insured and bonded.
What are the fees associated with your services?

Collaborative Care Coordination & Fiduciary Services bills by the hour for Fiduciary , Care Coordination Navigator, Power of Attorney for Health Care and/ or Finance . Currently the hourly rates for the above range from $ 90.00 to 175.00 per hour and are dependent upon the task being performed. The hourly rates for unlicensed staff range from $75.00 – $150.00 and are dependent upon skill level and experience of the staff member performing the task.

The fee for Executor of Trust over 1 million in assets, is a minimum of .75%-1.25% yearly charged depending on the complexity .

Costs and Expenses: Costs that are not part of the standard administrative charge and are payable separately include but are not limited to, court fees, photocopy services, in-house copies of 25 copies or more per print job at $.15 per copy, notary fees, bridge tolls, mileage at $ .62 per mile. A trip fee of 50.00

Termination: Agreement can be made by either party at any time in a written notice

Detailed fee schedules are included in introductory packets provided during initial consultation meetings with prospective clients.