| Elderlife Consultants
will work with your trusted legal, insurance, tax and investment
advisors to assure that our recommendations fit within your financial plan and your assets
are protected. We can assist with insurance claim review & reconciliation.
FINANCIAL SERVICES
We can simplify your finances by managing your accounts including paying bills
and balancing your checkbook. We can arrange for the review of current lagal documents such as wills, trusts, powers of attorney, estate plans, etc.
ESTATE AND FINANCIAL PLANNING
Do you have a will or a living trust and is it current to assure your assets
are distributed in accordance with your wishes? If it hasn't been reviewed lately, check with your financial professional to determine if it needs to be updated. If you do not have a financial professional, we can assist you in locating one.
For your convenience we have included links to local resources. This list is not all-inclusive and should not
be construed as an endorsement of the facility by ElderLife Consultants.
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